Estate Planning

With each new year usually comes a fresh overview of the year ahead, which may or may not include one large milestone: retirement. While your retirement savings account such as an IRA may be the largest monetary asset you earn in your lifetime, you may find you are...

The estate and gift tax exemptions have undergone substantial changes from 2022 to 2023 due to certain inflation adjustments provided under the current law. These exemptions, sometimes collectively referred to as the “unified credit,” represent the amount an...