In 2011, the Federal Estate Tax Exemption was $5 million and was set for annual inflation increases. Since 2011, there have been small annual increases. In 2017, the Federal Estate Tax Exemption has … [Read more...]

I have talked to a lot of clients recently who are pondering whether they should treat their children equally. They love them all; but all of the children are different. Some things parents … [Read more...]

More times than not, one spouse predominantly manages the finances while the other spouse feels comfortable giving up that responsibility. There are often questions among the spouses about the type of … [Read more...]

This is a question that many clients ask us. There isn’t a clear answer as it often depends on your family dynamics and the decisions you made in your estate plan. A good plan is to tell your children … [Read more...]

Planning a vacation for any family is a large undertaking especially when there are several people of varying ages, interests and abilities. By the time the vacation actually comes, you are exhausted … [Read more...]