Graduating from Wealth Building to Wealth Transfer (How to Pass it Along)

For many of our clients, a lifetime of professional success combined with diligent saving and investing can lead to an interesting and desirable problem; they have much more money than they need in order to enjoy a comfortable retirement. This situation can create two concerns, the first is their desire … Read more »

2017 Estate and Gift Tax Exclusion Limits

Beginning in 2017, the lifetime estate and gift tax exclusion (which is indexed for inflation) will rise to $5,490,000 from $5.45 Million during 2016. This is the limit on tax-free transfers during life or at death. This means that couples who have not yet made any lifetime gifts will be … Read more »

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