Estate Planning, Regardless of Net Worth Although the primary audience for this article is high net worth individuals (individuals whose assets are in excess of the estate/gift tax exemption amount) who may take advantage of sophisticated gifting strategies, estate planning is not just for the ultra-wealthy. Estate planning encompasses a wide […]
Category: Estate Planning
Use It or Lose It? Gifting Considerations Before the November Election
Wed Sep 2, 2020 | Estate Planning | Share
What Happens if You Die Without an Estate Plan?
Mon Aug 31, 2020 | Estate Planning | Share
One of the principal benefits of having an estate plan is peace of mind. Your estate plan is how you will continue to provide for your family as you approach your later years and even after you are gone. Understandably, it’s something that many people simply don’t want to think […]