1 11, 2015

Listen Up: These States Will Usher in Changes to Their Death Taxes in 2016

2018-02-02T22:10:49-05:00November 1st, 2015|

In 2015, there are still 20 U.S. jurisdictions that collect a death tax at the state level: Connecticut, Delaware, District of Columbia, Hawaii, Illinois, Iowa, Kentucky, Maine, Maryland, Massachusetts, Minnesota, Nebraska, New Jersey, New York, Oregon, Pennsylvania, Rhode Island, Tennessee, [...]

1 11, 2015

Have You Prepared Your 2015 Year End Gift Plan?

2018-02-02T22:10:49-05:00November 1st, 2015|

With the end of the year fast approaching, now is the time to fine tune your gift planning before you get caught up in the chaos of the holiday season. Aside from making annual exclusion gifts, you can also plan [...]

1 11, 2015

Is There an Income Tax Time Bomb Lurking in Your Estate Plan?

2018-02-02T22:10:49-05:00November 1st, 2015|

As the federal estate tax exemption has ballooned from $1.5 million ten years ago to $5.43 million today, the need for estate tax planning has drastically decreased. Instead, higher income tax rates that were ushered in under the American Taxpayer [...]

1 09, 2015

Even Vampires Need Estate Planning

2017-10-28T11:33:59-04:00September 1st, 2015|

Yes, even the undead need an estate plan. After you stop laughing you need to hear me out. As we’ve learned from the likes of The Vampire Chronicles, the Twilight saga, and HBO’s True Blood, vampires aren’t immortal. They do [...]

1 08, 2015

What You Need to Know About the Final Estate Tax Portability Rules

2018-02-02T22:10:49-05:00August 1st, 2015|

Recently the IRS issued the final rules governing the “portability election” as it relates to the federal estate tax exemption. Married couples need to understand how these final rules may affect their existing estate plans, while recent widows and widowers [...]

1 08, 2015

What’s Hot in Estate Planning Right Now May Surprise You

2018-02-02T22:10:49-05:00August 1st, 2015|

Estate planning has truly evolved over the past 20 years. Gone is the uncertainty about federal estate taxes and the absolute requirement for married couples to use complex trusts to minimize these taxes. But also gone is planning for the [...]