December 13,2017 Keep Tax Reform Proposals in Mind When Making Last-Minute Year-End Moves As 2017 winds down, it's time to consider making some moves to lower your federal income tax bill and position yourself […] Read more
December 13,2017 IRS Increases Annual Gift Tax Exclusion for 2018 The IRS has announced that the annual gift tax exclusion is increasing next year due to inflation. After five years […] Read more
October 27,2017 2018 IRS Estate and Gift Tax Inflation Adjustments The IRS has announced the 2018 inflation adjustments for many tax provisions, including exemptions for estate, gift and generation-skipping transfer […] Read more
October 24,2017 Issues Regarding Valuation of Cash and Non-Cash Assets in Estate Planning Valuation of Cash or Financial Assets Valuation of Cash or Financial Assets is determined by providing an independent statement such […] Read more
October 11,2017 The Practicality of Estate Planning You work hard to provide for your family, pay for your child's college tuition, and ensure your family lives a […] Read more
August 09,2017 Living Trusts Created Prior to 2011. Is My A/B Trust Obsolete? Is My A/B Trust Obsolete? A revocable living trust is a valuable tool to protect and preserve your assets both […] Read more
July 25,2017 Challenges Facing Aging Family Members As our senior population grows older, they face unique and complex challenges. Fear of losing control and doubt concerning the […] Read more
July 25,2017 What is Reasonable Compensation for a Trustee to Settle a Trust Estate? In most cases the language in a Trust simply states that the Trustee shall be entitled to “Reasonable Compensation” without […] Read more
July 14,2017 Advanced Estate Planning Information For Caregivers And Surviving Spouses Only you and your spouse typically know where information about all your banking, bills, accounts, doctors, debts, etc. is located. […] Read more
July 14,2017 Should You Distribute Your Estate Equally Among Children In Unequal Circumstances? Sample Case Study: Client in their mid 80’s with an estate of approximately $9,000,000. Children are three daughters in their […] Read more