Potential Changes to the Estate Tax
Under current rules, the federal estate tax won’t ever affect you, unless you’re quite wealthy. However, that could change rapidly, even if you are far from rich.
April 6, 2021
Charitable Contribution Deductions from an Estate
Ever since a group of philanthropists created the Giving Pledge in 2010, taxpayers have expressed greater interest in potential estate planning strategies that would allow them to leave a significant portion of their assets to charity upon their death.
March 31, 2021
Donor Advised Fund is a Win-Win for All Concerned
Funded with cash or other assets, donor-advised funds give charitably minded investors control of when and where their funds are distributed.
March 3, 2021
Probate can affect Real Estate Transactions
Is it better to transfer the title of the home to us, or to leave it as it is given her age and go through probate?
December 7, 2020
How a Charitable Remainder Trust Works
The most well-known ‘death’ tax is the Federal Estate and Gift Tax. However, the reality is that few people really have to worry about the cost of federal estate taxes.
June 30, 2020
Passing the Vacation Home to the Family
Is it time you made a decision on the future of the wonderful getaway that everybody loves but only you maintain?
May 22, 2020
Why You Need an Estate Plan
No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
March 9, 2020