Wealth Management Planning

Estate Planning for an Emergency

In Case of Emergency Often times the loss of human life is not considered “timely” and the nature of death and how or when it occurs can create a varied level of emotion and stress for those you leave behind. While a long, drawn out battle with illness provides ample opportunity for saying good[...]


Estate Tax Changes and Dynasty Trusts

As members of Congress debate a possible extension of the tax cuts enacted under President George W. Bush, one major point of contention between the two sides is the future of the estate tax. The 2010 Tax Relief Act increased the estate, lifetime gift, and generation skipping tax exemption from $1 m[...]