Topics
Topic:
Estate Planning
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Umbrella Liability – Do I need it?
Umbrella liability insurance is a type of liability insurance available to individuals and companies protecting them against claims above and beyond the amount covered by their primary policies. If your liability coverage isn’t enough to cover the damages of an accident or an incident on your property, a personal umbrella insurance policy kicks in when…
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Understanding Estate Exemption Rules
At the beginning of 2013, Congress made the estate tax exemption permanent at $5 million per person, the 2012 rate, but adjusted the amount for inflation each year going forward. The Tax Cuts and Jobs Act of 2017 further increased the exemption to $10 million with adjustments for inflation until 2025. After 2025, the exemption…
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Take Advantage of the Historically High Estate and Gift Tax Exemptions
Estate Planning Services Take Care of the People You Love With all the challenges 2020 has thrown at us, it’s easy to forget that this is an election year. We’re now less than 100 days out from election day with a real chance of both the White House and Senate changing hands. No matter who…
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What are digital assets and do I need to include them in my estate plan?
How many password-protected accounts do you have? The current crisis we are all going through has prompted many of our clients to review their estate plans. As part of their review, the topic of digital assets has commonly surfaced. Many fail to take this part of their life into account when putting a plan together.…
