Category: Estates & Trust
September 01, 2020
The coronavirus pandemic has only punctuated a point that planners have been making for years. Everyone needs an estate plan. Admittingly, the process can seem overwhelming, so we’ve broken down … Continued
June 18, 2020
The SECURE Act made several positive changes including expanding the availability of being able to contribute to an IRA beyond age 70 ½ and increasing the age to 72 for … Continued
March 21, 2019
With the basic exclusion amount at $11.18 million and growing, along with portability of a decedent’s unused exclusion, most individuals will not have a federal estate tax liability.
March 22, 2018
They (Congress) wanted to repeal the “death tax.” They (Congress) told us they were going to repeal the “death tax.” So what happened?
October 24, 2017
There are several tax elections and planning opportunities that I find are frequently overlooked by executors and tax return preparers when filing a decedent’s final income tax return
October 12, 2017
Stashing away the maximum amount into your IRA each year is retirement planning rule 101.
August 23, 2017
When most people think about what will happen to their assets after they’ve passed, they envision everything going first to their spouse and then to their children.