by bwgdev | Nov 30, 2022 | Estate Planning
Although inflation is generally nothing to be pleased about, the IRS recently announced inflation-adjusted changes to the annual gift tax annual and estate tax exclusions for 2023. If you are considering wealth transfer tax planning, these are welcome increases. 2023...
by bwgdev | Aug 2, 2022 | Estate Planning
If you want to pass money to future generations without having it subject to gift and estate taxes, then a dynasty trust may be right for you. A dynasty trust allows trust assets to be used for the benefit of multiple generations while keeping the assets out of your...
by Michael Baker | Feb 2, 2021 | Estate Planning
We are now in the depth of winter, all while a global pandemic continues to affect everyday life here in the United States. As such, people are spending a significant amount of time at home. Now is a perfect time for you to review your estate plan if you have not...
by Michael Baker | Jan 6, 2021 | Estate Planning
The best New Year’s resolution for 2021 is one that will benefit and protect your family and loved ones. If you have not done it yet, make 2021 the year that you review your estate plan. Being prepared for the unexpected can help everyone during a time of stress and...
by Michael Baker | Dec 15, 2020 | Estate Planning
A will is a highly beneficial estate planning tool—the vast majority of estate plans will include a will. However, a will alone is not enough for you to take care of all of your affairs and guarantee all of your wishes are followed. Here are a few reasons why you’ll...
