As the vibrant colors of autumn paint the landscape, the fall season invites us to reflect on the changes in nature and consider the changes we can make in our own lives. Estate planning, often overlooked, is a vital aspect of ensuring a secure future for your loved ones. Just as leaves fall and transition, […]
Estate and Trusts
Estate Planning After Remarriage
It is not uncommon for an individual to remarry after a divorce or the death of a spouse. Remarrying is in many ways an affirmation of faith in the future and of hope for happier times. While you may not feel comfortable thinking about your own mortality if you have recently remarried, it makes sense […]
Saving for a Child’s Future
Giving money to children or grandchildren is a planning strategy that benefits donors and beneficiaries. You can make annual gifts of up to $15,000 each to an unlimited number of recipients in 2021, free of gift and generation-skipping transfer tax, without using any of the lifetime gift exemption. But consider your options for holding gifted […]