Category Archives: Helpful Tips

New Year = New Laws: What You Should Know

As I mentioned last month, the IRS has increased the estate and gift tax exemption from $5.43 million in 2015 to $5.45 million effective January 1, 2016.  If applied correctly, that means a couple can shield $10.9 million dollars from … Continue reading

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Missing Identification

I have been a notary public since 2005 yet it was only in this past month that I ran into an issue of the client not having appropriate identification; and it happened twice in the same week.  This opened my … Continue reading

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