One of the greatest threats to the survival of a business is a lack of proper planning and communication. Unexpected things can happen, so it is essential to be prepared. Spouse In The Loop guides you through steps to plan proactively so your spouse can face the future with confidence.
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October 22, 2019
Preparing an estate plan can be an intimidating process, since final instructions for a family’s assets are memorialized. Upon death, those instructions are fixed – forever. Estate plans should be reviewed frequently as family circumstances change – children mature into adults and in-laws are introduced into a family. When children are very young, parents focus […]
March 13, 2018
The Tax Cuts and Jobs Act of 2017 created many planning opportunities. The Act raised the per person estate tax exemption to $11,200,000. Therefore, the estate tax will apply to very few people – that is until at least December 31, 2025, which is when the new law “sunsets.” Estate planning has changed to focus […]
April 9, 2019
With Spring Break on the horizon, many families are hustling to pack their bags, load up the family mini-van, and get out of Dodge for the week. And if they’re really in a hurry to escape the never-ending Midwest winter, hopping on the first flights out to the beach. With all of the planning that […]
