The United States Tax Court recently issued a decision that estate planners and taxpayers alike…
Rachel Barlow10.07.25
It is important to carefully select a fiduciary when structuring your estate plan. A fiduciary…
Rachel Barlow05.05.25
Practical Advice for Fiduciaries Serving as an Agent Under a Durable Power of Attorney or…
Rachel Barlow03.03.25
The federal gift and estate tax exemptions, along with annual exclusion amounts, are key considerations…
Rachel Barlow01.09.25
Beginning in 2024, recent legislation (known as SECURE Act 2.0) will allow the beneficiary of…
Rachel Barlow10.23.23
Some duos were just made for each other – Simon and Garfunkel, Batman and Robin,…
Rachel Barlow08.25.23
In honor of pride month, our firm is discussing the importance of estate planning for LGBTQIA+…
Rachel Barlow06.30.23
The federal government imposes a tax on the transfer of an individual’s wealth during lifetime…
Rachel Barlow05.02.23
Many parents are familiar with designating guardians in their Will to care for their minor…
Rachel Barlow06.18.21
