Individual and Family Wealth Articles
Posted by Robert Ingrasci on November 02, 2023
You may need more than a legally binding will; consider a “pour-over” that will state details of asset transfers.
Posted by Amanda Ornowski on October 05, 2023
Many individuals will not be subject to the federal estate taxes, but you may need to take into account your state estate tax.
Posted by Cheryl A. Jankowski on September 05, 2023
As the holidays approach (yes, they will be here before you know it), it is time to think about year-end gifting; the exclusion amount for 2023 is $17,000.