Trusts And Estates
12.16.20
09.30.20
Have you made your 2020 annual exclusion gifts?
December 31, 2020, will be here before you know it. Don’t miss out on your opportunity to transfer assets to your loved ones without gift or estate tax consequences.
Category Trusts And Estates
09.30.20
Who will care for your kids if you cannot?
Becoming a new parent and planning for your child’s wellbeing in a pandemic is stressful. Who will care for your kids if you cannot?
Category Trusts And Estates
09.28.20
Considerations when choosing a trustee
Choosing the right trustee for your trust is an important step. Rest easier knowing your trust will be in the right hands by considering these six factors.
Category Trusts And Estates
08.31.20
What exactly is a trust? Do I need a trust? What kinds of trusts are there? How are trusts administered?
Category Trusts And Estates
08.27.20
Planning for a potential change in the White House and Congress
Any election year has financial implications and 2020 may have more than usual due to COVID-19 and the situation we have in the U.S.
Category Trusts And Estates
08.20.20
Individual Taxpayer Identification Numbers expiring December...
ITINs, which do expire, are used by persons who are required to make U.S. tax filings and payments but are not eligible for Social Security numbers. The IRS just issued information on ITINs that are expired or will expire on December 31, 2020
Category Trusts And Estates
07.24.20
The power of an Intentionally Defective Grantor Trust
Adding an intentionally defective grantor trust to your estate plan can save on estate taxes.
Category Trusts And Estates
07.22.20
Historically low interest rates yield tax saving opportunities
The current interest rate environment has sparked an unprecedented opportunity to maximize wealth planning strategies. With that said, this bang for your buck may not be around for long.
Category Trusts And Estates