Why you need a will

June 1, 2016

You may think that your estate plan should include a will in order to handle the disposition of your assets. That’s true: if you die “intestate,” meaning without a will, some or all of your assets probably will be distributed according to state law.
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Considering a gift to a loved one? Save taxes, too.

March 15, 2016

If your 2015 tax liability is higher than you’d hoped and you’re ready to gift some assets to your loved ones, now may be the time to get started. Giving away assets will, of course, help reduce the size of your taxable estate.

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