01.29.21

How can I request a transcript or W-2 copy from the IRS?

If you are missing a tax document, here is how to get a copy from the IRS.

Category Trusts And Estates

01.28.21

Filing 2020 income tax returns electronically is the way to go

With an unprecedented backlog of 2019 tax returns at the IRS, taxpayers should file their 2020 returns electronically.

Category Trusts And Estates

01.25.21

Documents you will need to prepare your income taxes

Now is the time to start gathering the documents that you will need to prepare your income tax returns.

Category Trusts And Estates

01.19.21

Numbers, numbers, numbers — 2021

Here is a helpful reference guide for 2021 tax and estate planning numbers, with 2020 comparative numbers.

Category Trusts And Estates

12.16.20

Charitable giving — To Set Up a Donor Advised Fund or to give...

A donor advised fund can be created to give the donor flexibility and control over the donor’s charitable contributions over time.

Category Trusts And Estates

11.25.20

Changing the terms of an irrevocable trust

Non-judicial settlement agreements provide a streamlined way to update or modify the terms of an irrevocable trust

Category Trusts And Estates

10.27.20

Health savings accounts limits for 2021

HSAs are a way to pay for current health care needs as well as future needs

Category Trusts And Estates

10.06.20

Intra-family loans: An effective estate planning tool

With interest rates at the lowest in modern times, intra-family loans have become an even more attractive lending option and estate planning technique.

Category Trusts And Estates