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POD

What Is a POD Account?

Payable on death accounts can help streamline the process of transferring certain assets to loved ones, after you pass away.

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Contest a will

Inheritance and Gift Tax Changes in 2021?

Facing down an uncertain election outcome and the possibility of tax reform in 2021, many families started transferring substantial amounts of wealth last year, making large gifts to take advantage of the historically high gift and generation-skipping transfer tax exemptions.

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Protect Inheritance

A Trust can Protect Inheritance

You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your child’s future ex, here’s what you should do.

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