Why Online Estate Planning Is Not the Solution During The COVID-19 Crisis

March 2020

While we are in the thick of the COVID-19 crisis, many people will turn to Google for medical, business, and even legal advice. This “advice” can take the shape of legal documents and blank legal forms, including estate planning forms. The problem with online estate planning forms? These forms do not consider your needs, they… Read more >

IRS Moves Tax Day to July 15 from April 15

March 2020

Today, due to COVID-19, the Treasury Secretary Steven Mnuchin announced via Twitter that tax forms and payments will not be due to the Internal Revenue Service until July 15 this year, which includes US Gift Tax Returns (Form 709).  You must still file a Form 709 to report gifts that have been made to an… Read more >

Do Valentine’s Day and Prenups Go Together?

February 2020

Valentine’s Day – the day of love! A celebration for all couples everywhere! Many couples get engaged on this day and start planning their weddings. Some might even call February 14th the start of the prenup season and it doesn’t need to be an idea that is ridiculed as it is just another step to… Read more >

Estate Tax Exemptions 2020

November 2019

Federal Estate Tax Exemption As of January 1, 2020, the federal estate tax exemption amount will increase to $11.58 million, up from $11.4 million in 2019. The top marginal federal estate tax rate remains at 40%. The recent increases in the federal estate tax exemption amount are a result of the Tax Cuts and Jobs Acts (TCJA) passed… Read more >