Estate Planning, Estate Taxes, Revocable Trust Making the Most of Estate Planning in 2022 Even if you’ve already abandoned your New Years’ resolution you should still do your best this year to focus on … April 7, 2022 2 MIN READ
Estate Planning, Estate Taxes, Gift tax, Inheritance Trusts, Minor Trusts What to Consider Following the Increase in the Annual Gift Tax Exclusion In 2022 the annual exclusion for federal Gift Taxes was increased to $16 000 per individual annually. Even though a … March 14, 2022 2 MIN READ
Case Examination, Estate Planning, Estate Taxes Lessons from Heiting v. the United States: Utilizing Claim-Of-Right Deductions In the recent case Heiting v. the United States an appellate court denied a claim-of-right deduction in accordance with Section … February 21, 2022 2 MIN READ
Estate Planning, Estate Taxes, Financial Planning Taking the Time to Review or Create an Estate Plan Each year it’s important for anyone interested in planning for the future of their assets to either create or revise … February 12, 2022 2 MIN READ
Estate Planning, Estate Taxes Understanding the Role of Federal Taxes in 2022 As we begin our way through 2022 understanding various federal tax issues can help make the most of your estate … February 1, 2022 2 MIN READ
Estate Planning, Estate Taxes, Financial Planning, Inheritance Trusts, Trusts The Advantage of Utilizing SPA Trusts in Your Estate Plan In times of economic uncertainty estate plans can benefit substantially from flexibility. As the country both continues to recover from … February 1, 2022 2 MIN READ
Asset Protection, Estate Administration, Estate Taxes Lessons Learned After IRS Proposes User Fee for Estate Tax Closing Letters Executors as well as the personal representatives of estates can be held personally liable for either applying or distributing estate … January 20, 2021 2 MIN READ
Business Succession, Estate Taxes Business Succession Planning While ninety percent of American businesses are family owned only about thirty percent of them continue to the next generation. … September 30, 2020 3 MIN READ
Estate Taxes How Will the New Tax Bill Impact Older Americans? The $1.5 trillion tax bill passed last year will likely have far reaching consequences on millions of seniors across the … July 5, 2018 2 MIN READ
