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Last Minute Tax Tips to Reduce Your 2017 Tax Bill [Updated]

Last Minute Tax Tips to Reduce Your 2017 Tax Bill [Updated]

We are almost to the end of 2017, and this year we may have some much bigger changes coming our way in 2018 than in a typical tax year. For that reason, you may want to pay close attention to this post. The reason we have so many changes coming is that Trump’s...
Privacy and Estate Planning

Privacy and Estate Planning

I’m amazed at the number of clients I have that have not truly considered the privacy implications of their estate plans. From the dawn of time, humans have been concerned about privacy. Privacy keeps us safe from predators, enemies, and even in some cases, our...
How Much Can You Gift Someone in One Year?

How Much Can You Gift Someone in One Year?

A frequently asked estate planning question is, how much can you gift someone in one year? The simple answer is you can give someone as much as you want. But you can’t give an unlimited amount without subjecting yourself to the federal gift tax. Now, before we get...
5 Reasons You Might Not Need a Living Will

5 Reasons You Might Not Need a Living Will

Let’s be honest. Not everyone needs a living will. I know you probably find that strange to read on an estate planning blog, but it’s true. Nobody is putting a gun to your head and telling you that you must have a living will drawn up. I mean, you aren’t going to be...