Blog Posts in February, 2017

  • Added Peace of Mind

    || 14-Feb-2017

    While the importance of setting up at trust to take care of the future needs of a loved one, sometimes the work and fees that are associated with it make it prohibitive for some families. In these instances, however, there is still another option: Pooled Trusts. A pooled trust makes sound financial sense for those families for whom setting up an individual supplemental needs trust not be an ...
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  • EP Under Trump

    || 14-Feb-2017

    Just when it seemed as though the federal estate and gift tax laws were pretty much settled, enter Donald Trump as President and a Republican majority in both houses of Congress. Mr. Trump’s election brings about the potential for significant changes in federal estate and gift taxes. Currently, there is a $5,490,000 per person federal estate and gift tax exemption (increased from $5,450,000 ...
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