The Secure Act

The Secure Act

We write to share a recent change in the law governing retirement plans as of January 1, 2020. If you have one or more retirement plans (e.g. 401(k)s or IRAs), this change could impact your estate plan. This is especially true if you’ve named (or are considering...
Key Estate And Gift Tax Numbers For 2020

Key Estate And Gift Tax Numbers For 2020

The IRS has issued updated exemption amounts for estate and gift taxes for the 2020 calendar year: The Federal Estate and Gift Tax exemption amount, which is the amount of assets below which no federal estate or gift taxes are imposed, is indexed for inflation. The...
Preplanning Funeral Arrangements

Preplanning Funeral Arrangements

If you have wishes regarding your funeral services or burial arrangements, there are various ways to make such wishes known. While funeral or burial arrangements are usually handled outside of a Will (or Trust), they are important to plan for because they are often...

Estate Planning = Peace of Mind

From GRC’s Spring 2019 Newsletter If you are reading this the odds are pretty good you have addressed your estate planning. Many (most?) never undertake even basic estate planning. The reasons are myriad: you just never thought about it, fear of going to see a...