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The Legal Plan

HomeNews & BlogThe Legal Plan
January 30,
2018

The Practicality of Estate Planning

The Practicality of Estate Planning You work hard to provide for your family, pay for your child's college tuition, and […]

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January 17,
2018

Tax Reform: Topics of Special Interest for Individuals

The Tax Cuts and Jobs Act (TCJA) includes a number of changes that will affect individual taxpayers in 2018 and […]

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January 10,
2018

Is Social Media Activity Putting You or Your Clients at Risk?

Winter can be a busy time for travel. Snowbirds try to escape the cold. Grandparents long to visit loved ones […]

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December 21,
2017

Give Back and Save Taxes with Charitable Contributions

As year end approaches, you may be thinking about making some charitable donations. Here's a rundown of the potential tax breaks […]

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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 […]

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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 […]

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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. […]

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June 20,
2017

10 Simple (and Fun) Ways to Cut Taxes This Summer

It's already starting to feel like summer in many parts of the country. But the forecast for Washington remains unclear […]

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June 20,
2017

Consider Taxes before Converting Your Home to a Rental Property

Have you ever thought about becoming a landlord? This option may be tempting if your local real estate market is […]

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June 19,
2017

Should Family Members Be Compensated for Caregiving Services

As we get older, one in four of us will require some level of caregiving services. This could range from […]

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Recent Posts

  • AmeriEstate Legal Plan: Celebrating 25 Years of Personalized Estate Planning Excellence
  • Amanda May’s New Role in Business Development Agent Support
  • 4 Things to Know About Amending Living Trusts
  • Webinar Replay – Understanding Advanced Health Care Directives and Do Not Resuscitate (DNR) Forms
  • Why Leaving an Estranged Relative $1.00 in Your Living Trust Is Not a Good Idea

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