by amanda | Uncategorized
As we enter 2025, it’s important to stay informed about the current federal estate and gift tax laws, including annual exclusion limits and significant changes anticipated by the end of this year. Annual Exclusion Amount- The annual exclusion amount for gifts in...
by amanda | Uncategorized
The Chicago Bears are a charter member of the National Football League, with ownership maintained by George Halas and later, his daughter, Virginia Halas McCaskey, for over 100 years. Upon Virginia McCaskey’s death last week, NFL onlookers and estate planners...
by amanda | Uncategorized
There’s one essential step in the homebuying process you may not know a whole lot about and that’s pre-approval. Read More
by amanda | Uncategorized
You likely have created revocable or irrevocable trusts, or a few of both, in your estate plan. Ideally, these have been properly drafted with plenty of flexibility so that they can continue to meet your wealth planning goals into the next generations. But even with...
by amanda | Uncategorized
The Prudent Investor Rule is a legal principal that requires fiduciaries to act in the best interests of a beneficiary and exercise reasonable care, skill, and caution when making investment decisions, which was codified in Maryland in 1994 by Md. Estates &...
