Tag Archives: Estate planning

5 hidden reasons you need a will.

Most people don’t appreciate the full importance of a will, especially if they think their estate is too small to justify the time and expense of preparing one. Even people who recognize the need for a will often don’t have … Continue reading

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A Lower Stock Market Can Help Estate Plans

Even though the stock market has been rebounding since March, it’s still down significantly from where it was before it started tanking a year ago. If you have a sizable estate, you might very well have watched it shrink over … Continue reading

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Gift Tax? What? Who?

Below are┬ásome of the more common questions and answers about Gift Tax issues. The laws on Estate and Gift Taxes are considered to be some of the most complicated in the Internal Revenue Code. For further guidance, we strongly recommend … Continue reading

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