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Indirect gift tax considerations for 2021

  • December 1, 2021

With the looming threat of legislative change expected to drastically lower the estate and gift tax basic exclusion amount, the pressure to make large gifts before year end is causing a flurry of gifting. It is important to consider some of the less-obvious gifts when you are advising clients on transferring their wealth. Continue Reading

4 estate planning tips for clients

  • November 16, 2021

Amid the COVID-19 pandemic, staying informed about life insurance strategies with trusts and estates is critical. Here are 4 estate planning tips to help you preserve your clients' assets. Continue Reading