Month: February 2018

February 23, 2018

Why Your Estate Planner Needs to Know If You’ve Lent Money to Family

Many children and grandchildren are skipping the traditional bank and obtaining loans from parents or grandparents.  Unfortunately, we have all heard stories…

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February 16, 2018

After Tax Reform, Is Estate Planning Still Necessary? Yes!

The new tax legislation raises the federal estate tax exemption to $11.2 million for individuals and $22.4 million for couples. The increase…

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February 9, 2018

Are Payable-On-Death Accounts Right For You?

A payable-on-death account, also called a POD account, is a common way to keep bank and investment accounts out of probate, the…

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