Posts in December, 2018

Dec 28 How Do I Avoid the Three Biggest Estate Planning Mistakes?

Once you're gone from this earth, the task of sorting out your estate plan can be a maddening puzzle that might even spawn a ...

Dec 12 What are the Estate and Gift Tax Limits for 2019?

The Internal Revenue Service announced today the official estate and gift tax limits for 2019: The estate and gift tax exemption ...

Dec 11 Blended Families Have Special Estate Planning Challenges

Following the death of her father, Mary remained close to her step-mother. Mary’s step-mother eventually left the area to be ...

Dec 06 Do I Have All the Beneficiaries Set Up Correctly on My Assets?

Sometimes, surprises are fun. However, nobody wants estate planning surprises, especially when it’s time for your beneficiaries to ...