by Chad Gammon | Mar 7, 2026 | Estate Planning
As you think about helping family or funding education before December 31, here is a simple guide to what you can give in 2026 and when you may need to file a return. Key Numbers: The Annual Gift Exclusion The foundation of tax-free giving is the Annual Gift...
by Chad Gammon | Aug 27, 2025 | Estate Planning
Most people think of estate planning as creating a will, naming beneficiaries, or setting up a trust. But in today’s world, your digital life is just as important to plan for. From online bank accounts to social media, digital photos, and even cryptocurrency wallets,...
by Chad Gammon | Aug 2, 2025 | Estate Planning
Planning for the future isn’t just about your finances. It’s also about making sure your wishes are known, your loved ones are protected, and things are as smooth as possible when life throws a curveball. Estate planning isn’t only for the wealthy or the...
