How Estate Tax Law Updates Could Impact Your New Year

How Estate Tax Law Updates Could Impact Your New Year

The new year brings a new outlook on life. As 2022 begins we have new resolutions, new hopes and we also have new tax rules. As the saying goes nothing is as definite as death and taxes. Understanding the new federal tax highlights for estate planning may be helpful...
Should You Update Your Will When You Move?

Should You Update Your Will When You Move?

“State-by-state differences in matters around taxes, inheritance, marital property and more make a thorough review imperative.” In the excitement of a move from one state to another, people often forget that their estate plan may need to also change with their address...
Does Your Estate Plan Include Digital Property Protection?

Does Your Estate Plan Include Digital Property Protection?

“It’s difficult to go a few hours without interacting with a digital account. Whether that is email, online banking or social media, many daily tasks involve digital informational storage.” One of the challenges facing estate plans today is a new class of assets,...