Posted on: May 8, 2023
Bernie Sanders is once again calling for higher taxes on Americans who inherit millions.
Read More
Posted on: May 1, 2023
Knowing the tax rules can help you pass on more of your money to your loved ones while minimizing taxes.
Read More
Posted on: April 23, 2023
Step-up in basis, also known as stepped-up basis, is a wrinkle in the federal tax code that can help heirs avoid or reduce taxes on inherited assets.
Read More
Posted on: April 19, 2023
President Joe Biden is proposing a series of tax increases on investors and top-earning Americans in his annual budget request to Congress.
Read More
Posted on: April 16, 2023
Many families discover that trying to mitigate the cost of long-term care can conflict with another common retirement concern—reducing taxes for retirees and their heirs.
Read More
Posted on: April 2, 2023
What estate planners need to accomplish for their clients before Tax Day, as well as the regulatory changes they need to be aware of while preparing for the big day.
Read More
Posted on: February 28, 2023
An appointment with your estate planning attorney can address any holes that have developed and ensure that everything is in place.
Read More
Posted on: February 20, 2023
The Internal Revenue Services has announced the inflation-adjusted figures for estate, gift and generation-skipping transfer (‘GST’) tax exemptions for 2023.
Read More
Posted on: February 14, 2023
A Beneficiary Defective Inheritor’s Trust, also known as a ‘BDIT,’ is a specific type of estate planning trust.
Read More
