Remember Other Taxes When Setting Up Your Estate Plan
As you begin your estate planning, strategies for reducing estate tax may be first on your to-do list. Or perhaps you think the current $5.45 million exclusion, combined with portability […]
Are You Familiar with the Latest Rules Affecting Your Estate Planning?
Estate tax law is marking a centennial this year. As you might expect, the rules have changed a bit over the past century. The IRS has placed a high value […]
Estate Planning: Consider a Private Annuity
Affluent individuals looking for a way to reduce gift and estate tax exposure should take a look at private annuities. These estate planning tools can serve two purposes: You can […]
Don’t Forget Digital Assets in Your Estate Planning
An important step in estate planning is creating an inventory of your assets. Your executor — the person you designate in your will to carry out your last wishes — […]
Don’t Forget Digital Assets in Your Estate Planning
An important step in estate planning is creating an inventory of your assets. Your executor — the person you designate in your will to carry out your last wishes — […]
Don’t Forget Digital Assets in Your Estate Planning
An important step in estate planning is creating an inventory of your assets. Your executor — the person you designate in your will to carry out your last wishes — […]
Do An Estate Planning Review
Is estate planning no longer necessary? With a federal unified estate and gift tax exemption of $5,340,000 for 2014 and the ability to share unused portions of the exemption between […]
Time For An Estate Plan Checkup
Now that we’re in the new year, it’s time for an estate plan checkup. Why? First, various exclusion, exemption and deduction amounts are adjusted for inflation and can change from […]
Is Your Will Up To Date?
When was the last time you reviewed your will? People generally make wills to guarantee the proper disposition of their money and property, which is why it’s a good idea […]
Now’s the Time to Consider Short-Term GRATs
Congress’s decision not to include a proposed minimum term for grantor retained annuity trusts (GRATs) in the tax legislation passed back in January 2013 — combined with low interest rates […]