Do your parents have an estate plan?

If you find yourself in the “sandwich generation” (someone who is caring for both your children as well as your parents simultaneously), you need to know whether or not your parents have put together an estate plan. While it is still your parent’s choice to make estate planning decisions, having a plan — no matter…

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 in 2018, according to estimates from the nonpartisan congressional Joint Committee on Taxation….

Entrepreneurial Estate Planning: 3 Documents to Protect Your Business

Protect your assets and safeguard your family’s future with three documents that detail what will happen when you’re unable to make decisions later. Insurance, savings and fingers crossed: These are the three elements entrepreneurs use to protect their business. Why doesn’t it feel like enough? Because it isn’t. When you build and nurture something over the years,…