by | | Elder Issues, Estate Planning, Litigation/Mediation, Tax Planning
by Francis Burton Doyle, Esq., WealthPLAN Since the beginning of 2013, the federal estate tax exemption has exceeded $5 million per person. The current per person exemption for 2015 is $5,430,000. This means that a married coupled combined federal estate tax...
by | | Elder Issues, Estate Planning, Litigation/Mediation, Tax Planning
by Francis Burton Doyle, Esq., WealthPLAN Many seniors reach a point in their lives when they wish to enlist the help of their children or friends in managing their financial affairs. In many instances, this help includes assistance with the paying of their...
by | | Estate Planning, Tax Planning
by Francis Burton Doyle, Esq., WealthPLAN One of the problems with using a term like “integrated estate planning” is that it sounds complicated. In actual practice integrating a client’s estate plan involves more common sense than sophistication in technique. For...
