Estate planning often focuses on taxes at the federal level and often overlooks issues that occur at the state level. For anyone desiring to undertake comprehensive estate planning, it’s important to understand the impact that the taxes imposed by the individual’s state of residence have on the plan as well as the character and type of assets allowed by the state. Estate Planning is complex and requires an expert in these matters to advise clients properly. Read on to learn more.
- Estate Planning for Aging Parents: A Guide for Caregivers - December 5, 2023
- The Seedier Side of the Holiday Season - December 1, 2023
- Protecting Your Loved One’s Assets: A Caregiver’s Guide to Medicaid Planning - November 28, 2023