January 12, 2021—Today’s historically high estate and gift tax exemption amounts ($11.7 million per person or $23.4 million per couple) are set to sunset at the end of 2025, or possibly sooner under a Biden administration.
December 22, 2020—Over this past year, many families have grappled with topics from the pandemic to politics, perhaps disrupting family harmony. With the uneasiness that 2020 presented, has your family defined a concise purpose for the new year that drives goals? In today’s podcast, Family Legacy Advisor Jerry Inglet discusses both the importance of establishing your family’s purpose and how to supplement it with the development and use of a family motto.
December 15, 2020—For blended families, complex estate planning issues often arise as you try to balance the needs of your current spouse with those of your children. It is important to have proper documents in place if you want control over how your assets will be distributed upon your death. In today’s podcast, Nicole Pursley, senior analyst for Wilmington Trust’s Emerald Advisory Services, discusses some of the most essential estate planning considerations for blended families.