estate plan

Time for an Estate Plan Checkup

An annual estate plan checkup is critical to the health of your estate plan. Because various exclusion, exemption and deduction amounts are adjusted for inflation, they can change from year to year, impacting your plan. 2019 vs. 2018 amounts Here are a few key figures for 2018 and 2019: Lifetime

2021-04-12T14:55:31-06:00January 29th, 2019|

Are You Coordinating Your Income Tax Planning With Your Estate Plan?

Until recently, estate planning strategies typically focused on minimizing federal gift and estate taxes, such as by giving away assets during life to reduce the taxable estate. Today, however, the focus has moved toward income taxes, making the coordination of income tax planning and estate planning more important. Why the

2021-04-12T14:58:40-06:00October 25th, 2016|
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