Posted on: December 29, 2022
The government has announced a change that may help ease the pain for those who depend on Social Security, along with two others that will affect those who are still working.
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Posted on: December 29, 2022
Physicians may deal with life and death issues every day. However, few may want to think about the eventuality of their own end.
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Posted on: December 23, 2022
Grantor-retained annuity trusts, or ‘Grats,’ are a wealth-transfer technique that shift investment growth out of an estate to heirs tax-free.
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Posted on: December 22, 2022
If you own any property at all, you probably know about estate planning. You can decide what happens to your assets after you die, of course.
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Posted on: December 21, 2022
With a charitable tax deduction, you can donate to a good cause and cut your tax bill at the same time.
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Posted on: December 20, 2022
My spouse is going to have to move to a nursing home. When spending down assets for the sick spouse to qualify for Medicaid, does it have to be done before sick spouse is sent to a nursing home or can it be done even after the sick spouse is admitted to a nursing home?
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Posted on: December 19, 2022
The Internal Revenue Service Today announced new inflation-adjusted limits for 2023 that will allow well-off individuals to transfer much more to their heirs tax free during life—or at death.
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Posted on: December 15, 2022
Gift taxes and estate taxes are only applied if your bequeathed assets exceed a certain dollar amount. Here’s a look at what the unified tax credit is, how it relates to gift or estate taxes and who this credit impacts.
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Posted on: December 14, 2022
Why Proactive Estate Planning with Your Attorney Is the Smartest Way to Probate-Proof your estate Here’s an important question: When was the last time you had an estate planning attorney thoroughly review your long-term plans for your financial affairs, family, and legacy? If not, it is unlikely that your estate is probate-proof. For that matter, […]
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