After Tax Reform, Is Estate Planning Still Necessary?

The new tax legislation raises the federal estate tax exemption to $11.2 million for individuals and $22.4 million for couples. The increase means that an exceedingly small number of estates (only about 1,800 nationally) will have to worry about federal estate taxes...

What Estate Planning Awareness Means for You

The third week of October is National Estate Planning Awareness Week (Oct. 15-21, 2018). Estate planning is important for everyone regardless of wealth or family status, because if you become incapacitated or pass away without an estate plan, you are leaving the...

Estate Planning Considerations for Benefits Open Enrollment

The fall, generally late-October or early-November, is the time when employers send out summaries of employee benefits that the company offers and that give employees the option to enroll in these benefits. These can generally include retirement plan options, health...

Your Fall “Legal Affairs” Checklist

With the fall season here, now is an excellent time to review your affairs. Below is a checklist to ensure your planning meets your needs and is up-to-date: When was your power of attorney last updated? A power of attorney is a valuable legal document, no matter what...