Blogs

What do you mean we have to go through Probate? But Dad had a Will…

One of the biggest misconceptions we come across is that probate is not necessary when ..

Corporate Transparency Act

On January 1, 2021, the United States Congress passed the Corporate Transparency Act (CTA) as part of the National Defense Authorization Act of Fiscal Year 2021. This Act affects mostly small business owners.

2023 Updates

In 2023 the federal gift, estate and Generation Skipping Transfer tax applicable exclusion amounts will increase to $12.92 million per person...