Jan 102 minGift & Estate Tax Exclusions Have Increased in 2023Effective January 1, 2023, the gift tax annual exclusion increased from $16,000 (2022 number) to $17,000 per recipient. This means you...
Dec 30, 20222 minPrepare for a New Year-Review Your Estate Plan. With the New Year upon us, this is an excellent time to get your affairs in order. Many people put off this important task because they...
Dec 19, 20222 minHaul out the Holly and Discuss Estate Planning!The holidays are all about family. It’s a time to get together, indulge in good food and drink and make lasting memories. It is also a...
