The Estate of The Union Season 2|Episode 9 is out now!

The Estate of The Union Season 2|Episode 9 is out now! All good musicians eventually have a Greatest Hits album. We’ve got one too! We

August 29, 2023

When Life Insurance becomes Taxable

While life insurance is typically not taxable, there are some notable exceptions that could play a role and are important to consider regarding any life insurance policy and benefit.

August 22, 2023

Costly Social Security Mistakes to Avoid

Whether you’re counting on Social Security to fund most of your retirement income or supplement it, you want to make sure you get all of the money you’re entitled to.

August 2, 2023

The IRS has issued a Ruling that will impact Grantor Trusts

On March 30, 2023, the Internal Revenue Service issued Revenue Ruling 2023-2, which directly impacts a wide range of irrevocable trusts, including grantor retained annuity trusts, qualified personal residence trusts, insurance trusts and other intentionally defective ‘grantor trusts.’

July 18, 2023

Pitfalls of Gifting and Joint Ownership

There is a popular misperception among many seniors that in order to protect their assets from creditors, including the cost of nursing home care, they should consider gifting their assets to their children.

June 19, 2023

You Need to File an Estate Tax Return

The estate tax is a one-time tax due nine months after someone dies, if their assets reach a certain threshold.

June 5, 2023

Intricacies to Consider when using a SLAT

Different people have different needs, and for most people, starting with basic legal documents, such as a will and power of attorney, are a great place to start and can make a big difference.

May 30, 2023

Tax Scams Involving Charitable Remainder Annuity Trusts

Part of the agency’s latest annual ‘Dirty Dozen’ scams, these potentially ‘abusive arrangements’ involve charitable remainder annuity trusts and monetized installment sales.

May 22, 2023