Jared Kapheim

Irrevocable Trusts & Their Uses

Do you know someone who has a child with special needs, such as down syndrome or autism? They may need to consider the creation of an irrevocable trust to protect that child. It allows an individual to make sure a person with special needs is provided for beyond...

Planning for Estate Tax Changes

Federal Estate Tax As of October 2020, if you pass away with an estate worth more than eleven million, five-hundred and eighty thousand dollars ($11,580,000) you will have to pay federal estate tax. But this high number may be cut in half after the 2020 Presidential...

Estate Planning During a Pandemic

Everyone should have an estate plan based on their circumstances. Your estate plan can take the form of a simple Will or can get progressively more advanced through the use of a living trust. As we all age, the need for an estate plan becomes more relevant and...