What is the annual gift tax exclusion and how does it work?
By Lauren Weliver With the end of the year approaching, some individuals will be thinking about how they can make a financial
Impacts of SECURE 2.0 on retirement planning
By Lauren Weliver Three years after the original SECURE Act was signed into law, we’re seeing some changes with what is being
Federal Estate and Gift Tax Exemption set to Rise Substantially for 2023
Every taxpayer has a lifetime gift and estate tax exemption amount. The combined exemption amount is the amount a person can transfer
Update on estate tax exclusions in Maine
Last week, LD 1524, “An Act to Amend the Maine Exclusion Amount in the Estate Tax,” failed to pass. This bill would
During COVID-19, some Maine lawyers are writing more wills – Mainebiz
Elizabeth Hunt was quoted in today’s Mainebiz article “During COVID-19, some Maine lawyers are writing more wills.” ” ‘I do think folks
Remote notarization becomes possible with order from Governor Mills
On April 8, Governor Mills issued Executive Order 37 FY 19/20, “An Order Temporarily Modifying Certain In-Person Notarization and Acknowledgement Requirements,” allowing
Executing estate plans in the time of COVID-19
In this time of social distancing and stay at home orders, complying with the “physical presence” requirements for the notarization and witnessing
Ensure your estate plan is in order while you’re working from home
By Elizabeth Hunt, Partner Thinking about worst case scenarios isn’t something anyone ever wants to dwell on, but the reality of COVID-19
New Year’s resolutions for your estate plan
According to a 2019 survey, 57% of adults in the U.S. don’t currently have estate planning documents in place. We’ve discussed in
Peter Plumb discusses planning for end of life on Maine Calling
Peter Plumb was a featured guest on a recent episode of Maine Calling, discussing the topic of planning for end of life,