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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…

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

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

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…