2023 Updates

Update In The Law  In 2023 the federal gift, estate and Generation Skipping Transfer tax applicable exclusion amounts will increase to $12.92 million per person ($25.84 million for a married couple). It is important to note that there is a sunset provision on this tax...
Scams Targeting Seniors

Scams Targeting Seniors

Now more than ever, financial scammers are targeting seniors through sophisticated ploys. Seniors tend to be targeted because they are often more trusting and compassionate. Here are 4 things for seniors to be on the lookout for: Sweetheart Scams. A popular scan...

Qualified Personal Residence Trust

The Qualified Personal Residence Trust (QPRT) is designed to hold title to the client’s principal residence or vacation home, whereby the client gives the property away to his children, but retains the right to use the property for a specified length of time....

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