Recent Update to Tax Planning Through Portability
Portability is the process by which the IRS now allows married couples to combine their applicable exclusion amounts. 

Take These Three Steps When Your Child Turns 18
Once your child reaches the age of 18, the state considers your child to be an adult with the legal right to govern his or her own life.  This article reinforces much of what has been shared over the years by our firm in our Plan It Now series 

5 Issues to Consider When Creating a Special Needs Trust
Here are some of the questions you will need to consider in guiding your attorney to create a special needs trust.

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