This article is a collaboration between Evan Monez, attorney at Montgomery Purdue Blankinship & Austin PLLC, and Geoff Curran, Wealth Advisor at Merriman. Though we try to stave off the inevitable as long as we can, it’s a fact of…
Read MoreThe IRS recently published Rev. Proc. 2017-58 (LINK TO https://www.irs.gov/pub/irs-drop/rp-17-58.pdf), which announces the annual inflation adjustments for certain federal tax provisions for 2018. Among many other adjustments, the lifetime federal estate, gift and generation-skipping transfer tax exemption was increased from…
Read MorePop culture sometimes provides us with valuable lessons about the importance of estate planning. For example, as Trusts & Estates magazine pointed out, at the heart of the first season of the hit show Empire was a story of the trials and…
Read MoreAn essential component of a complete estate plan Durable powers of attorney are an essential component of a complete estate plan. These documents allow you to dictate the person who has the authority (the “agent”) to make important financial and…
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