Apr 18, 2018 | Estate Planning, Estate Tax
Blog Website Practice Areas About Becoming A Client Resources Contact Us ← Unique Assets Can Create a Challenge John Mahoney Left Behind $5 Million and Many Heirs → Estate Plans Often Require a Review There are many reasons to revisit your estate plan,...
Mar 28, 2018 | Estate Planning, Estate Tax, Trusts
Blog Website Practice Areas About Becoming A Client Resources Contact Us ← Business Interest Goes to Charity Preparing for Elder Care Expenses → New Tax Laws Gives New Life to Trusts The wise use of trusts may create some real tax savings under new tax...
Mar 8, 2018 | Estate Tax, Gift Tax
Blog Website Practice Areas About Becoming A Client Resources Contact Us ← Alzheimer's Can Create Unique Situations Writing Own Estate Plan Is Often a Big Mistake → How Will IRS Handle Gifting under New Laws? New tax laws with new exemptions mean that...
Mar 1, 2018 | Estate Planning, Estate Tax
Blog Website Practice Areas About Becoming A Client Resources Contact Us ← Preparing to Be the Surviving Spouse Whistleblower May Get Share of Estate Tax → Does New Tax Law Mean Less Estate Planning? What should occur to your planning under new laws depends...
Feb 23, 2018 | Estate Planning, Estate Tax
Blog Website Practice Areas About Becoming A Client Resources Contact Us ← Totten Trust Is One of the Simpler Trusts New Directive Considers Stages of Dementia → How Do New Tax Exemption Limits Change Your Estate Plan? The new tax laws may be a benefit to...