5 Estate Planning Tips for the Non-Traditional Family

If you are in a relationship, but not married, been married more than once, have children by more than one partner, or have beneficiaries who cannot manage funds for one reason or another, then it’s more important that you do estate planning and your planning cannot be a one size fits all strategy.

New Tax Proposals Mean Some Should Review Their Estate Plans

New Tax Proposals Mean Some Should Review Their Estate Plans

A number of tax proposals being considered in Congress could significantly affect gifting and estate plans for those with larger estates — over $3.5 million. If you’re in that category, you might want to meet with your estate planner to take advantage of gifting opportunities that are available under the current law

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