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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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.
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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.
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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.
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Posted on: February 14, 2023
A Beneficiary Defective Inheritor’s Trust, also known as a ‘BDIT,’ is a specific type of estate planning trust.
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Posted on: January 25, 2023
Today’s high estate and gift tax exemptions could be slashed in a few years. Maximize those and other benefits now.
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