When Do You Have to Do Probate?
June 10, 2021
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For most of us, the first time we ever thought about probating a will is when someone in our family has died. So, what does it mean to probate a will?
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Your Will and Estate Planning Checklist
June 8, 2021
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Most people should have a will, but it’s rarely the most significant estate planning document that an individual will hold.
What Does the President’s Tax Plan Mean for Estate Planning?
June 1, 2021
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Wealthy families could face combined tax rates of as much as 61% on inherited wealth under President Joe Biden’s tax plan, according to a recent analysis.
What Is Benefit of a Roth IRA at the Time of Retirement?
May 28, 2021
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Although the Roth IRA is often touted for the unique combination of benefits it offers to retirement savers, some of its perks often go overlooked. Here are four that you should know about.
What Is a POD Account?
May 26, 2021
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Payable on death accounts can help streamline the process of transferring certain assets to loved ones, after you pass away.
What Is the Tax-Law Exception for 529 College Plans in 2021?
May 24, 2021
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Under a tax-law exception this year, clients can make a lump-sum 2021 gift of up to $75,000 to fund a 529 college savings account for a child or grandchild (or any other college-bound individual) and claim a federal gift tax exclusion for the full amount.
Can Estate Taxes Be Avoided with a Trust?
May 21, 2021
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The estate tax exemption raised by the Tax Cuts and Jobs Act will sunset in five years—possibly sooner, as the new Congress gears up for a Biden tax overhaul.
Who Inherits from Prince Philip?
May 20, 2021
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Who will inherit what from the Duke?
What Is a Holistic Estate Plan?
May 20, 2021
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No one can predict the future—and navigating that reality is precisely what makes estate planning so complicated.
Inheritance and Gift Tax Changes in 2021?
May 14, 2021
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Facing down an uncertain election outcome and the possibility of tax reform in 2021, many families started transferring substantial amounts of wealth last year, making large gifts to take advantage of the historically high gift and generation-skipping transfer tax exemptions.
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