Individual Retirement Accounts (IRAs) – Maximize Your Tax Benefits
Individual Retirement Accounts (IRAs) are tax-advantaged savings vehicles designed [...]
2024 Year End Tax Tips
As we come to the end of the year, [...]
A Difficult Decision
Choosing the Right Person to be Your Estate’s Executor [...]
Digital Assets
Properly Account for These Assets in Your Estate Plan [...]
Bringing Back the Bypass Trust
According to some people, the bypass trust [...]
Estate Planning Pitfall You haven’t made funeral arrangements
No one likes to contemplate his or her own [...]
Watch out for IRS limits on nonprofit political activities
The elections are almost here; that makes this a [...]
Is a charitable remainder trust right for your estate plan?
You might have several goals you’d like your estate [...]
You didn’t retitle assets to be included in a trust
There are numerous benefits of using trusts in your [...]
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 [...]