by amanda | Jan 18, 2025 | Uncategorized
The January 2025 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 5.2%, an increase from the December 2024 rate of 5.0%. Read More
by amanda | Jan 15, 2025 | Uncategorized
As the end of 2024 draws near, it’s a great time to review your finances and prepare for a prosperous new year. Whether you’re cozying up by the fire or decorating with family, a little year-end financial planning can help you maximize savings, minimize...
by amanda | Jan 12, 2025 | Uncategorized
Thinking about selling your house? Here are a few reasons why you may want to do it this season. Read More
by amanda | Jan 8, 2025 | Uncategorized
With the holidays right around the corner, homeowners planning to move have a decision to make: sell now or wait? Read More
by amanda | Dec 31, 2024 | Uncategorized
This year was busy for trusts and estates practitioners. With 2025 marking the final year of the Tax Cuts and Jobs Act (TCJA), many of its implications for federal corporate and individual income tax, gift, estate and generation-skipping transfer (GST) tax and...
