Should I Worry About Changes to the Estate & Gift Tax Exemption?

Category: Estate Planning clear (page 2 of 2)

Do I need a power of attorney?

We all carry on personal “business” in our everyday lives (e.g. paying bills, doing banking, etc.), which is what makes a financial power of attorney (also referred to as a “Power of Attorney” or a “POA”) an important document for everyone to have.

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How the new tax law impacts your estate plan

Although we’re all busy with work, family, and the joys and challenges of everyday life, we are well in to living in a world with a new tax plan, and this is no time to ignore the necessity of reviewing your estate plan

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