by Lisa Adler | Feb 25, 2017 | Incapacity Planning, Intestate, Trusts, Wills, Wills & Trusts
If the answer is “no,” a recent survey shows that you are not alone. Only 4 in 10 American adults have a will or trust in place. While older Americans are more likely to have a plan in place (81 percent of those age 72 or older and 58 percent of...
by Lisa Adler | Jan 1, 2017 | Wills & Trusts
Happy New Year! Tax updates for the new year: The Federal Estate Tax exemption amount has increased to $5.49 million per person. With portability, this means a married couple can collectively transfer just less than $11 Million ($10.98 Mill to be precise). The...
by Lisa Adler | Apr 29, 2016 | Estate Administration, In the News, Intestate, Trusts, Wills, Wills & Trusts
The recent passing of music legend Prince serves as yet another reminder to get your estate plan in place. As reported in the press, Prince’s sister has filed papers with the Court alleging that her brother died without a will. Dying without a will in place is...
by Lisa Adler | Dec 31, 2015 | Wills & Trusts
With 2016 only a few hours away, here’s a look at changes to the Federal estate and gift tax exemptions for 2016. The Federal Estate Tax Exemption amount will be $5.45 million per individual, an inflation-adjusted increase from $5.43 million in 2015. The annual...
by Lisa Adler | Nov 10, 2015 | In the News
I work with great people! Harrison & Moberly is comprised of a team of talented, smart, and caring individuals. Most of our staff have been with us for decades. It’s an incredible place to work. I was reminded of this fact this morning, when I found a...
