Revisiting an estate plan every few years is not an option for everyone, especially those on a limited budget. But it is nearly impossible ignore for those with a lot of wealth, because oftentimes assets and holdings get liquidated or restructured. “Because of the way the very wealthy have structured their business interests, especially when…
The Internal Revenue Service (IRS) has announced the federal estate and gift tax limits for 2017, based on inflation. IRS Reveals 2017 Estate and Gift Tax Limits Here’s the breakdown of some of the most significant changes put in place for the coming year: Estate and gift tax exemptions for individuals are set at $5.49 million.…
Top Five Estate Planning Tips for Your Digital Assets Incorporating digital assets in your estate plan can be an important part of developing a comprehensive estate plan. Here are some helpful tips to get you started thinking about and properly managing your digital assets so they aren’t compromised (or forgotten about) in the future: Keep…
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