Passing Down Treasures
Often times in estate planning prized possessions, such as art, collectibles, jewelry, and family heirlooms, are overlooked, forgotten...
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avdoro
Jul 162 min read
Things to Know About Life Insurance
Often when meeting with clients, they express a desire that their life insurance policies be used to supplement the estate planning...
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avdoro
Jan 32 min read
What is the Corporate Transparency Act and Why You Should Care
With every new year comes a few changes! On January 1st, 2024 the Corporate Transparency Act (CTA) went into effect and requires most...
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avdoro
Dec 7, 20232 min read
Gift Tax Exclusion - Tips and Tricks for 2024
There are two major tax exclusions available to every United States citizen - the estate tax exclusion and the gift tax exclusion. What...
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