Current Law

Our current Federal Estate Tax law was enacted with the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA). Here is a summary of that law. Currently the Federal Estate Tax Exemption is $2 Million. However, the exemption is scheduled to increase to $3.5...

Final Expense Trusts

Volume 3, Issue 9 Most Americans have never discussed what should happen when they die. There are many decisions to make, yet they have very little help in making those decisions. Estate and wealth planning professionals are in a unique position to help their clients...