DISCUSSIONS WITH FAMILY

Family, birth of our children, planning for our family’s needs, birth of our grandchildren, estate planning, passing on our legacies, birth of our great-grandchildren, family ties live on; our legacies live on – only the generations change. You have worked a lifetime creating a legacy you hope to share with our children and future descendants.

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2016 ALERT: GIFT, ESTATE AND TRANSFER TAX AMOUNTS

The IRS recently announced the inflation-adjusted items for 2016, including gift, estate, and generation-skipping transfer tax amounts. The following adjustments should be considered in your estate and gift planning: • The gift tax annual exclusion for 2016 remains $14,000 (and is increased to $148,000 for gifts to a non-U.S. citizen spouse). Married couples who elect

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