Let’s take a deeper look at Powers of Attorney. These along with a Trust and Will are the documents that make up the building blocks of an estate plan. This is why it is important to keep these documents up-to-date.

The current estate tax exclusion rates are exceptionally high. Learn how they may change and how to take advantage of the current rate now.

This letter is one that brings about many emotions for me. I want to share a personal experience that has really guided me toward making a big shift in my professional career.

2020 may not have been the best year for us, but 2021 is a new opportunity. If 2020 taught us anything it’s that life-altering events can happen quickly and unexpectedly. The new year is a good time to create, or review, a thoroughly executed estate plan.

We can’t always predict the future, but we can plan for the unexpected. There are things you can add to your estate plan that can help cover you should a tragic event occur.