Reducing Your Taxable Estate

Reducing Your Taxable Estate

by | Mar 15, 2021 | Insights

While most families currently don’t have to worry about facing estate taxes upon death, those who were subject to the tax in 2020 paid an estimated $16 billion in estate taxes. If you’re fortunate enough to have an estate that might be subject to the estate tax, there...
Estate Planning: How to Avoid Probate

Estate Planning: How to Avoid Probate

by | Mar 3, 2021 | Insights

What is Probate? Probate is the court-supervised process of authenticating a last will and testament. It includes locating and determining the value of the person’s assets, paying their final bills and taxes, and distributing the remainder of the estate to their...
5 Key Estate Planning Tips

5 Key Estate Planning Tips

by | Feb 8, 2021 | Insights

Have you ever thought about who you plan to leave money, assets, or other belongings to after you pass away? Who would you like to make financial or healthcare decisions on your behalf should you become seriously ill or incapacitated? Establishing an estate plan...