Blog
You’re Taking Advantage of the Increased Estate and Gift Tax Exemption Amount—Now What?
Aug. 07, 2024
We recently shared an overview of six steps to follow if you plan to take advantage of the increased basic...
Use It or Lose It: 6 Steps to Taking Advantage of the Increased Estate and Gift Tax Exemption Before It Sunsets
Jul. 24, 2024
Estate and gift tax exemption thresholds could be cut in half starting on December 31, 2025, leading to substantial increases...
The Impact of Life Insurance Proceeds on Your Estate Taxes: What You Need to Know About the Supreme Court’s June 6 Ruling
Jun. 27, 2024
Supreme Court Decision on Life Insurance Proceeds & Implications for Federal Estate Tax On June 6, the U.S. Supreme Court...