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Why You Might Have an Estate Tax Issue Soon

The Countdown Begins: Will We Keep the $10 Million Exemption? The year 2026 is quickly approaching, bringing substantial changes that may affect your estate tax situation. The Tax Cuts and Jobs Act (TCJA) in 2017 significantly increased the federal estate tax...

What If Your Pet Outlives You

I. Ways to Provide Money to Care for Your Beloved Pet As of 2023, 66 percent of US households own a pet.[1] A Forbes Advisor survey of more than 5,000 dog owners found that 41 percent of dog owners spend between $500 and $1,999 a year on their dogs and 8 percent spend...

Changes for Small Business Owners

CTA Imposes New Small Business Reporting Requirements for 2024 The Corporate Transparency Act (CTA) takes effect January 1, 2024.  The CTA requires all businesses formed in the United States (and foreign businesses operating in the United State) to report information...

Important Probate Rules Everyone Should Know

When a person dies, what happens next depends on whether the deceased person had any foundational estate planning documents such as a Last Will and Testament (otherwise known as a Will) or trust, who the living relatives are, and their relationship to the person who...