At the end of last year the House voted to permanently extend the Federal Estate tax with a $3.5 million exemption per person with a top tax rate of 45% for estates that exceeded that threshold. The baton was passed to the Senate for action, but at year’s end, the Senators had concentrated all of […]
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Should You Talk to Your Loved Ones About Your Estate Plan?
So you have just completed your estate plan or perhaps you have been a client a while and completed your plan some time ago. Perhaps you spoke with your children during the course of drafting the plan or maybe you did not. But right now you have a pressing question: “Should I/we talk to our […]
