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2021 Tax Rates and Exemption Amounts for Estates and Trusts

USA - January 22 2021 Now that the new year has arrived, it is a good time to catch up on the latest tax rates for estate and trust income tax brackets and exemption…

Planning During a Pandemic: How an Estate Plan Can Give You Peace of Mind

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…

Jennifer Clump Davis

How the CARES Act may affect estate planning

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…

Jennifer Clump Davis

I received a stimulus payment for my deceased family member ... now what?

USA - May 28 2020 The IRS has posted an Economic Impact Payment Information Center that addresses many frequently asked questions regarding the stimulus payments…