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A Widow’s Tale of Woe — A Missing Beneficiary Designation

This edited article from USA Today illustrates the importance of beneficiary designation forms: A Widow’s Tale of Woe.  Every person with an IRA, a 401k, or a corporate retirement plan needs to take the following steps to ensure their plan benefits will

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Overlooked Consequences of New Estate Tax Law

A dramatic change to our nation’s estate and gift tax laws occurred in 2018. This change increased estate and gift tax exemptions to such an extent that most decedents’ estates may never incur estate taxes. However, these increased exemptions also harbor

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2018 Changes to Estate and Gift Tax Laws

Important Tax Provisions in The Tax Cut and Jobs Act of 2017: Estate planning. Most taxpayers will never pay a federal estate tax. However, there remain many reasons to engage in estate planning. Trusts can avoid probate, provide protection from

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