3 Simple Ways to Avoid Probate Costs
The bad news: probated estates are subject to a variety of costs from attorneys, executors, appraisers, accountants, courts, and state [...]
15
12, 2015
15
12, 2015
How to Avoid Sending Your Loved Ones (and Assets) through Probate
Today many people are using a revocable living trust instead of a will or joint ownership as the foundation of [...]
11
12, 2015
How to Make Your Inheritance Last
A 2012 study by Ohio State researcher Jay Zagorsky found that about one-third of Americans who receive an inheritance have [...]
1
11, 2015
What the Recently Released 2016 IRS Inflation Adjustments Mean for You
The Internal Revenue Service has released the official inflation adjustments that will affect 2016 federal reporting for estate taxes, gift [...]
1
11, 2015
Listen Up: These States Will Usher in Changes to Their Death Taxes in 2016
In 2015, there are still 20 U.S. jurisdictions that collect a death tax at the state level: Connecticut, Delaware, District [...]
1
11, 2015
Have You Prepared Your 2015 Year End Gift Plan?
With the end of the year fast approaching, now is the time to fine tune your gift planning before you [...]
1
11, 2015
Is There an Income Tax Time Bomb Lurking in Your Estate Plan?
As the federal estate tax exemption has ballooned from $1.5 million ten years ago to $5.43 million today, the need [...]
1
10, 2015
Early Predictions About 2016 Estate Tax, Gift Tax, GST Tax and Annual Gift Tax Limits
Under current law the federal estate tax, gift tax, and generation-skipping transfer tax exemptions have become unified and are indexed [...]
1
10, 2015
Don’t Miss Out on These Year-End Tax Planning Strategies
Now is the ideal time to start year-end tax planning. Below you will find a variety of tax-saving strategies you [...]
25
09, 2015
The Lifetime QTIP Trust: How to Maintain Control of Your Estate and Keep Spouse No. 2 Happy
Estate planning for couples in a second or later marriage who have disproportionate estates can be tricky. One solution for [...]