The Ritter & Randolph, LLC Blog

Estate Planning

Beneficiary Designations

We generally recommend that our clients review their estate planning documents at least every three years, but major life events – births, adoptions, disabilities, deaths, marriages, divorces and moving – should also trigger a review and update of your estate planning documents.

Estate Tax Exemption Proposal

President Obama submitted his budget proposal for the 2016 fiscal year to a Republican-controlled Congress earlier this month. The budget contained a number of tax changes, including changes to the estate tax exemption.