Financial Planning, Inheritance Trusts Leaving an IRA to a Trust An IRA may not be transferred to a trust without causing the whole IRA to be taxed. The “I” in … October 10, 2024 2 MIN READ
Financial Planning, Inheritance Trusts Leaving an IRA to a Trust An IRA may not be transferred to a trust without causing the whole IRA to be taxed. The “I” in … October 10, 2024 4 MIN READ
Asset Protection, Inheritance Trusts, Irrevocable Trust, Living Trusts, Medicaid Asset Protection Trust When Does a Trust Make Sense By now most people know that trusts avoid probate which is required with a will — if there are “probatable” … February 17, 2023 2 MIN READ
Blended Families Estate Planning, Inheritance Trusts Estate Planning for the Estranged Child All too often a client comes in with a sad tale about an estranged child. Naturally they are at a … December 1, 2022 3 MIN READ
Death Taxes, Estate Taxes, Inheritance Trusts Capital Gains Tax Tips Your “basis” for calculating capital gains taxes is what you paid for the stock or the real estate. For real … September 22, 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
Estate Planning, Gift tax, Inheritance Trusts Hidden Estate Planning Advantage to This Year’s IRS Filing This year’s tax filing season has some hidden advantages. Amidst a backdrop of the Covid-19 pandemic and current tax laws … March 10, 2022 2 MIN READ
Estate Planning, Financial Planning, Inheritance Trusts Avoiding Undesirable Estate Planning Situations TV shows often depict unpleasant estate planning situations that can arise including a deceased person leaving assets to a former … February 12, 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
