Kate (Catherine) Ford

The federal transfer tax exemption amounts increased in 2024 and will be reduced by half at the end of 2025. This client update discusses federal and state transfer tax inflation adjustme...

This client update highlights select changes enacted under the SECURE 2.0 Act that may be of interest to estate planning clients.

This client update highlights certain considerations that may be relevant to estate planning clients looking ahead to year-end, including information about 2023 federal estate, gift and G...

This update summarizes four new laws enacted in Florida that could be of interest for Florida clients’ estate and tax planning.  

This update summarizes certain federal and state transfer tax developments and reminds clients of certain wealth transfer strategies that could be advantageous in the current environment.