Who we are & What we can do for you
Meet Meghan Stokes
Meghan Stokes
PartnerUnderstanding that the current law firm model just doesn't work to develop true, long-lasting attorney client relationships, Meghan founded her firm, Law Office of Meghan Stokes LLC, in 2013 with the client relationship as a priority and focus.
Resources, News, & Events
Avoid This Major Mistake When Adding an IRA to Your Estate Plan
Some people assume that because they’ve named a specific heir as the beneficiary of their IRA in their will or trust that there’s no need to list the same person again as beneficiary in their IRA paperwork. Because of this, they often leave the IRA beneficiary form blank or list “my estate” as the beneficiary.
But this is a major mistake—and one that can lead to serious complications and expense.
What is the Federal Gift Tax and Estate Tax Exclusion and How Can it Help Your Loved Ones
In 2017, Congress passed the Tax Cuts and Jobs Act, which basically doubled the lifetime exemption at the time. Each year since, there have been slight increases to account for inflation. People can take advantage of the gift tax and estate tax exclusion limits to lower the amount of taxes their estate will pay at their death. So, how does this work?