estate plan

Plan Now for 2026 Estate & Gift Tax Changes

  The estate and gift tax exemption amount (currently $12.92 million per individual and $25.84 million for married couples) reverts…

1 year ago

4 Things to Review in Your Estate Plan Before 2023

It's incredible how much life changes from year to year. The changes may seem small as they happen, but they…

2 years ago

How to Use Gifting in Your Estate to Leave a Legacy

Through proper planning, a gift you choose to leave can be encouraging, inspiring, or even life-changing. There are several ways…

2 years ago