Our Thoughts On

Impact of Current Market Conditions on Valuations for Estate Planning

Schneider Downs has recently written about general estate planning strategies in this volatile market, but this article will focus more on the impact on

Estate Planning in a Volatile Market

Our country now faces unprecedented challenges. As your trusted advisors, we wish you and your family health and comfort as we weather this storm together.

After the Auld Lang Syne: 2020 Estate Plan Resolutions

The ball has dropped, Auld Lang Syne's been sung, and we’ve all rushed out to sign up for that fitness membership that we've convinced ourselves

Make Sure to Let Your Tax Preparer Know About All Those Partridges

Egg-laying geese? French hens? Maids milking cows? Gifts from your “true love” were a whole lot different in 1780 when the Twelve Days of Christmas

An Estate Tax Holiday Gift – From the IRS!

While separated, death and taxes are widely accepted as the only certainties in life. Combined, they give a lot of people anything but certainty. The death

2020: Provided the World Doesn’t End, We’ll Enjoy an Increased Lifetime Gift and Estate Tax Exclusion

Whether society’s collective interpretation of the Mayan calendar proves correct and the world ends in 2020 remains unknown, for now. Despite this