by Karen Stewart | Jun 28, 2018 | Estate Planning
On this federal holiday, also known as Independence Day, marking the Colonies’ adoption of the Declaration of Independence on July 4, 1776, which declared independence from the Great Britain and its king, we thought it would be appropriate to share some fun facts...
by Karen Stewart | Jun 13, 2018 | Estate Planning
Under the estate tax rules in effect a few years ago, any unused exemption of the first spouse to die went out the window, and the surviving spouse was left with only his or her single exemption. Therefore, if the first spouse to die simply left everything to the...
