Irrevocable Life Insurance Trust is a Great Tool to Avoid State Estate Tax

It may be time to reconsider how you plan to pass generational wealth to your heirs since the federal estate tax exemption allowance appears to be in jeopardy of being lowered. Senate Democrats are proposing to lower the current estate tax exemption from $11.7 million to $3.5 million for individuals and $23.4 million to $7 …

Why Estate Planning is Critical for the LGBTQIA+ Community

Whatever your orientation, estate planning is crucial to protect your loved ones. In the LGBTQIA+ community, estate planning can legally protect against discrimination even if others are reluctant to recognize your relationship and your desire to permit your partner to make decisions for your care should you become unable to. Estate planning can also create …

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