Category: Trusts & Estate Planning

Money in Hand

What You Need to Know about Estate Tax Exemptions When Drafting Your Will

  Leaving an inheritance to your kids can be more complicated than expected – especially if you are unfamiliar with the current estate tax exemption. For 2016, the estate tax exemption is $5.45 million per individual, $10.9 million per married couple. That means a single person can leave up to

Why Talk Estate Planning Over the Holidays

When you think estate planning, you probably don’t envision a discussion over Thanksgiving turkey. However, the holidays are one of the best opportunities for families to open up about financial decisions, expectations, and what the future holds. Here are a few reasons why. Timing Sometimes, the holidays are the only