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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Posted on: May 8, 2023
Bernie Sanders is once again calling for higher taxes on Americans who inherit millions.
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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.
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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.
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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.
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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.
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