Estate Planning: Your Family, Your Wealth, Your Legacy.

Archive for June, 2014

Estate Planning for the Young and Affluent

by Antoinette Bone on Jun 10, 2014 Posted on Our Blog

How can young, affluent people plan their estates when the tax landscape may look dramatically different 20, 30 or 40 years from now? Today, the current gift and estate tax exemption is high and the estate tax rate slightly higher than the income tax rate — but that could change in the future, requiring a […]

Estate Planning and Divorce

by Antoinette Bone on Jun 3, 2014 Posted on Our Blog

Going through a divorce can be a traumatic experience — not to mention a time-consuming and expensive one. So it’s no surprise that separating couples often overlook the impact of divorce on their estate plans. But neglecting to update a plan can lead to unintended consequences. This article explains what to do to be sure […]