/ TAG Trust & Estate Planning

A smart agent is as proactive in alleviating risk as in procuring adequate coverage for those times disaster actually strikes.

Adult children who know that there is some money set aside for them may feel more empowered to pursue a career they are passionate about.

What often gets overlooked, however, is the significant increase in the estate and gift tax exemption amount—a change that for some families could have tremendous estate-planning implications.

Bereavement is physically and mentally exhausting. . . What can help is thoughtful planning done in advance and a competent team of trusted advisors.

If yours is a family of means without an estate plan, here is the first thing you need to do.

Estate planning involves a complex web of tax, property, probate and trust law applied to family dynamics at some future time.