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Tag Archives: estate planning

Providing For Your Four Legged Loved Ones

Clients fret over how much of their estate to leave to family, but devote little attention to their four legged loved ones.  Provisions for one’s animals can be made informally through a Letter of Instruction left with your last will and testament or formally through a trust set up in …

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Eliot Goldstein •May 17, 2021Estate Planning estate planning

Estate Taxes After the Election

Candidate Biden, and now President-Elect Biden, proposed changes to the Estate Tax Landscape. Current Tax Currently, the Estate tax exemption is $11.58 Million per person and $23.16 Million per couple, which means a couple can transfer $23.16 Million to their heirs tax-free during their lives or upon their deaths.  These …

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Eliot Goldstein •November 17, 2020Estate Planning estate planning
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