2023 Estate and Gift Tax Report




- 5 min
How Can Life Insurance Be Used In Estate Planning?


- 4 min
The Flexible Estate Tax Planning Trust


- 2 min
Estate Tax Reform Missing from Current Plan


- 2 min
Here We Go Again - Estate Tax Exemption May Be Reduced Come Next Year


- 2 min
Bills to Repeal Stepped-Up Basis


- 3 min
How Biden's New Proposed Tax Plan Affects Estate Planning


- 4 min
Election Result Could Warrant Making Gifts Now Instead of at Death


- 1 min
Proposed California State Estate Tax Fails


- 3 min
Advanced Estate Planning with Lifetime Gifts


- 2 min
Using Portability in Estate Planning


- 3 min
Farmers, Don’t Make These Five Estate Planning Mistakes


- 2 min
California Estate Tax May Reach 2020 Ballot


- 3 min
Talk to an Estate Planning Attorney About Tax Cut Act


- 2 min
Is This the Golden Age of Tax-Free Gift Giving?


- 2 min
What is an Irrevocable Life Insurance Trust?


- 2 min
How to Incorporate Charitable Giving into an Estate Plan


- 3 min
No Estate Taxes? You May Still Need Life Insurance


- 3 min
Should I Create My Will Online?


- 2 min
Top 3 Reasons for Business Succession Planning