Posted on: October 9, 2023
In the intricate world of personal finance, few concepts hold as much potential to safeguard and grow one’s wealth as strategic estate planning.
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Posted on: September 19, 2023
An unprecedented rush to relinquish wealth is underway, and it isn’t just for billionaires.
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Posted on: September 6, 2023
Revenue Procedure 2022-32 (2022-30 IRB 101) became effective on July 8, 2022. This guidance issued by the IRS allows certain taxpayers an extended amount of time (five years) to make a ‘portability election’ regarding estate and gift taxes.
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Posted on: August 15, 2023
The agency has curbed the tax break on a particular kind of trust that is often used to minimize capital gains taxes.
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Posted on: July 31, 2023
Among the key benefits of having a will and estate planning lawyer is the peace of mind that comes with knowing your affairs are in order.
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Posted on: July 26, 2023
A primary goal of most married couples when contemplating basic estate planning documents is to ensure that the surviving spouse, and commonly, the couple's children and grandchildren, are supported financially.
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Posted on: July 10, 2023
The wealthiest taxpayers have many tools at their disposal to pay less to Uncle Sam. Some tactics, like donating to charity via trusts, might seem far-fetched but are perfectly legal.
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Posted on: June 19, 2023
If you’re part of the baby boomer generation, you may be in the process of making plans to pass on any assets you have to your children and other beneficiaries.
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Posted on: May 10, 2023
A marital trust is a complex estate planning tool that should be crafted carefully. Because of its tax benefits, you should work closely with an experienced estate planning attorney to ensure that the marital trust is established properly.
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