How Likely Is That To Happen?

How Likely Is That To Happen?

By: The American Academy of Estate Planning Attorneys The odds of incapacity or premature death are likely higher than you realize. Even favorable odds do not guarantee that you will beat the odds. Did you know that even if you are in your 20s right now, you stand a...
2015 Federal Estate and Gift Tax Rates

2015 Federal Estate and Gift Tax Rates

In 2011, Congress revised the federal estate tax rules, setting the individual lifetime combined estate and gift tax exemption at $5,000,000 (pegged to inflation).  From 2013 to the present, any individual with a gross estate exceeding the exempt amount is taxed at a...

Pre-Retirement Workshop and Brunch

Pre-Retirement Workshop and Brunch Saturday June 21st, 8:45 am – 10:30am Brunch Hosted by Katie Tickner and Tim Tank, Financial Advisors at Morgan Stanley, and Ryan Garcia, VP President, Goldman Sachs Asset Management Monteaux’s Public House: 16165 SW Regatta Ln....