The Wealth Advisor

Now Is the Time to Cultivate and Build Relationships

Love Is in the Air: Have You Protected Your Loved Ones? Valentine’s Day is approaching, when many people express just how much their loved ones mean to them by giving gifts and cards. But this year, you could try something different to show your love: think about your estate plan and how you can protect […]

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Third-Party Waivers and Why We Sometimes Need Them

As your trusted estate planning attorney, if we do not have an immediate answer or solution for you, we can often get one by contacting another attorney or advisor who works in an area that falls outside of our expertise—a vetted professional that we have developed working relationships with or perhaps your trusted advisor who […]

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Cultivate and Build New Relationships Through Networking 

In addition to being considered the month of love, February is International Networking Month. In today’s world, developing new relationships with people is truly important. Our social and professional interactions contribute to our overall health and mental well-being. Many people work remotely or live far away from their friends and family and often engage with […]

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If You Own Any of These Assets, You Need to Watch Their Value

As we begin 2024, it is crucial to review estate planning goals and strategies that may be affected by changes in the federal estate tax exemption law. At the end of 2025, the Tax Cuts and Jobs Act (TCJA) the estate tax exemption, which is $10 million, adjusted for inflation, may revert to the pre-2017 […]

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Case Study: How Concerned Should You Be about Estate Tax Issues?

If you have significant wealth, you may be exposed to future estate tax burdens that must be acted on before the Tax Cuts and Jobs Act reduces the estate tax exemption in 2026. Developing and implementing the right estate planning and tax strategies takes time. You may need to prepare regardless of whether the estate tax […]

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