Good News!! As of January 1st, of 2018, the estate tax exemption threshold was effectively doubled for estate gift and generation-skipping inheritance taxes for tax years 2018 - 1025.
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Amy F. Peters
Your will may not be the only estate planning document you need
Having your end-of-life affairs in order could make your passing easier on your family. Your estate plan should include a variety of information that you wish to provide to your family regarding the distribution of your assets and how to...
Amy F. Peters
Strategies for high-net-worth estate planning
A good estate planning formula covers all your bases. Gaining an understanding a few simple concepts can help you build a strategy for estate planning that provides optimal disbursement of funds and protection for your later years. If you are...
Amy F. Peters
Are you at risk of needing long-term care?
You, like many other individuals, may try to live a healthy lifestyle. However, unexpected health issues could affect anyone, and try as you might, you could still face health concerns at some point in your life. This predicament could prove...
Amy F. Peters
Reasons To Consider Appointing A Power Of Attorney
It's hard to think about the possibility of losing the ability to make your own decisions. It's heartbreaking to see your family members lose that ability.
Amy F. Peters
What To Include In Your Will
Just about every adult, no matter their age, should have a will and testament. In the event the unimaginable happens, you want your surviving loved ones to know exactly how you want your assets to be handled.
Amy F. Peters
Three Good Reasons To Establish An Estate Plan
The importance of proactive estate planning cannot be overstated. Nonetheless, many put it off, choosing to leave critical legal and financial matters to chance (or in the hands of a judge).
