by Greg Bates | Sep 17, 2018 | Estate Planning
When the Tax Cuts and Jobs Act went into effect, many clients and advisors assumed that their days of worrying about the estate tax were largely over. Not so fast. As of January 1, 2018, the act doubled the federal estate tax exemption amount to a whopping $11.18...
by Greg Bates | Sep 10, 2018 | Uncategorized
When it comes to financial fitness, we are all on a journey that encompasses many small steps. Several of these may seem obvious, like having a budget, buying life insurance, or saving for retirement. But financial fitness also includes our health. Surprisingly, how...
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