In 2001, the Federal Government passed the Economic Growth and Tax Relief Reconciliation Act of 2001 (“EGTRRA”). This tax bill provided for the gradual increase of your federal estate tax exemption amount from $675,000 in 2001 to $3.5 million in …
Social Security Question
When it comes to learning about Social Security, there is a lot to know — so you may find yourself full of questions. If you have a question, visit Social Security’s frequently asked questions page at HYPERLINK “http://www.socialsecurity.gov” www.socialsecurity.gov. Just …
If There Is No Will, There Is A Way
If you are like the majority of people in America, you do not have a signed will. Just because you do not have a signed will, does not mean you do not have a “will”. In the absence of a …
How to Leave an Inheritance to a Child or Other Beneficiary
You want to leave everything to your children or other beneficiaries after you are gone. If you are like many people whose estate plans I have reviewed, you may have just left outright distributions to them. However, when you leave …