Estate Plan Review Checklist

Many of you already have estate documents. They may have been executed many years ago. Usually, the rule of thumb is you should have an estate attorney look over your documents every ten years or so. Here are some of the things you should review: Read the entire article: Estate Plan Review Checklist  

Estate Planning Overview

The American Taxpayer Relief Act (ATRA) of 2013 greatly increased the amount of wealth that everyone can pass to their heirs free of estate taxation.  That amount, initially $5 million, is indexed to rise by annual inflation.  Therefore, in 2017 each person can pass $5.49 million (and a married couple can pass $10.98 million). If […]