It’s Time to Review Your Estate Plan
The gift and estate tax exemption is now “permanent” [...]
Are You Prepared to Inherit a Windfall?
For many, the idea of receiving a large inheritance [...]
You Haven’t Properly Planned for Exemption Portability
In estate planning, “portability” refers to a provision in [...]
Beware of Inheritance Scams
Whenever large sums of money are involved, don’t be [...]
Address These Estate Planning Priorities First
It’s been said that there’s “no time like the [...]
You missed the estate tax filing deadline
You likely don’t need to be reminded about filing [...]
It’s time to take another look at the stepped-up basis rules
Thanks to a generous federal gift and estate tax [...]
Do your assets include unregistered securities?
When it comes to estate planning, addressing all your [...]
You don’t file a gift tax return
Thanks to the annual gift tax exclusion, you can [...]
Protect your estate against undue influence claims
It’s your will, so you can say whatever you [...]