While current estate tax exemptions are high, there is no guarantee that this will continue in the future. If you have even a modest amount of assets to leave to your heirs, they could end up paying a lot of estate taxes that could easily have been avoided by filing Form 706.

Wondering how to divide your assets without dividing your family? If you’re thinking about leaving more for one child than the other, it’s important to know your options.

Whether you inherit an IRA from a spouse or non-spouse, there are important steps to execute as an heir and details to address along the way.

Between state and federal regulations, discover how you can navigate inheritance tax from deductibles to gift tax.

Holidays are a time when family gets together. Sit down, drink some cocoa, and open up about your financial goals and estate plans. And if you need help talking about it as a family, let us know - we can help.