Many of us consider our pets an important part of our family and worry about their care and well-being when we are no longer able to make decisions about their care.
As animal lovers ourselves, we have worked with many...more
As we head into the last quarter of the year, many clients are thinking about making gifts to their family members. It can also be a good time to plan to make gifts in January of next year....more
10/6/2022
/ Beneficiaries ,
Dependents ,
Estate Planning ,
Estate Tax ,
Family Members ,
Gift Tax ,
Gift-Tax Exemption ,
Inflation Adjustments ,
IRS ,
Tax Planning ,
Wealth Management
Each year, the IRS considers inflationary adjustments to the estate and gift tax exemption amount and gift tax annual exclusion amount. As you consider estate planning or making gifts during the new year, here are the numbers...more
The upcoming November election could bring significant changes in tax laws impacting estate and wealth-transfer planning for our clients. Don’t wait until after the election to consider making important decisions—by that...more