Due to a high demand for our estate planning services, please note that new clients may experience delayed bookings. We appreciate your understanding.
Sep 27, 2018 | Estate Planning
If you recently received an inheritance, or are expecting to receive one in the near future, it has likely triggered mixed emotions in you. You have lost a loved one and also experienced monetary gain. Studies show that a third of Americans who received an inheritance...
Aug 19, 2015 | Estate Planning
Due to the increased volume of federal estate tax return filings in order to make the ‘portability election,’ the IRS has announced that estate tax closing letters will only be issued upon request by the taxpayer. This change in IRS policy started on June...
