2015 Review and Safekeeping Annual Client Update
March 1, 2015 Dear Review and Safekeeping Clients, Estate and Gift Tax Update. The estate and gift tax exemption increased to $5,430,000 per individual. Up to $10,860,000 can be transferred by the combined estates of husband and wife if proper procedures are followed. For … [Read more...]
David Healy Discusses Estate Planning Law with Tom Trtan Pt. 2
Tom Trtan: Thanks for joining us! With me is David Healy from Appleby Healy Law, right on the square in Ozark. Good to see you again! You know, we talked once before about estate planning. Is it really necessary to have estate planning if you really don’t have much as far as assets are … [Read more...]
David Healy Discusses Estate Planning Law with Tom Trtan
Tom Trtan: Good Morning! I’m on the square in Ozark – I’m talking to David Healy with Appleby Healy Law. Good to see you! David Healy: Good to see you, Tom. TT: I want to talk to you about estate planning. You constantly hear it mentioned, “Estate planning, good idea.” Is it really necessary … [Read more...]
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