The Bernie Bill

The Bernie Bill

Any individual or family with an estate should stay up to date on the political climate as it pertains to estate taxes. Recently, a newly proposed tax bill that affects how estates and gifts are taxed was announced. Officially called the “For the 99.5 Percent Act,”...
Essential Documents for Estate Planning

Essential Documents for Estate Planning

Many of us hear the word “estate” and immediately think of extremely wealthy individuals. However, every single person has an estate. Estates are considered to be all the things you own at the time of your passing or in the event that you become incapacitated. This...