USA - July 20 2020
Gifting assets can have beneficial estate and income tax consequences for both the individuals making the gifts (the donors) and the gift recipients…
Keith K. Grissom, Elizabeth L. Pack
USA - July 15 2020
The COVID-19 pandemic has forced many people to think pragmatically about the possibility that they or their loved ones might fall ill. Having an…
Nina Windsor
USA - July 13 2020
During times of a robust economy and increasing portfolio balances, many grasp the importance of implementing planning strategies to shift wealth in…
Keith K. Grissom, Elizabeth L. Pack
USA - July 2 2020
Although many aspects of the CARES Act focus on relief for small businesses and employees, there are several provisions that are relevant to estate…
Nina Windsor
USA - July 31 2019
For the parents of students entering college this fall, you may have a long checklist of to-do items already. It’s possible you are missing one of…
Betty Hartzel Schaefer
