As we speed through the 3rd quarter of 2024 and look toward 2025, the approach of a new year is a good reminder to take stock of our plans for the future. A well-considered estate plan ensures that...
You are named as the Executor in the Will of a deceased loved one. What should you do? In the simplest terms, a will is a list of instructions. Being named as the executor in someone’s will means...
Each year changes occur in the Federal Estate Tax Exemption and Gift Tax Exemption amounts. Effective January 1, 2024, the federal estate tax exemption will increase to $13.61 million. (In 2023, it...