By Bill Beynon - The US Federal Estate Tax has changed many times over the last 25 years. Today, each individual can transfer $11.58 million tax free at death. A married couple can pass $23.16 million. The latest[…]
POSTED ON
May 8th
- POSTED IN
estate planning
By Bill Beynon - Wealth is complicated. Largely because every family is different, but at the same time, the similarities I have found in unrelated families, have always amazed me. The stories repeat...only the names[…]
POSTED ON
April 9th
- POSTED IN
estate planning,
CARES Act,
GRAT
By Bill Beynon - I have always viewed myself as a positive person. In my life, I have chosen to see opportunities in times of struggle. Years ago, I participated in an executive coaching program. In one of our[…]
POSTED ON
March 12th
- POSTED IN
estate planning,
law changes,
SECURE Act
By Bill Beynon - Nothing is permanent but change. - Heraclitus There are few things in life that are certain. However, when it comes to estate planning, two things that are certain are taxes and change. In my 25-year[…]
POSTED ON
February 13th
- POSTED IN
estate planning
By Bill Beynon - Our family and life experiences play a major part in our view of planning and risk. Each family’s ethos is formed over years of experiences. Though all families share similarities and differences, I[…]