Bill provisions reduce the Estate Tax Exemption from $11.7 Million down to $5 Million adjusted for inflation. effective next year.

Discussion of the potential loss of the step-up in basis and resulting planning strategies.

Biden's American Families Plan did not include provisions to expand estate taxes, and instead focused on capital gains.

People are eager to look into ways to gift away assets now, taking advantage of the current gift and estate tax exemption.

Although many thought is would pass, Senate Bill 378 will not be appearing on the 2020 ballot. There are currently no California Death...

There are a number of estate planning strategies that can help preserve your assets, promote the transfer of wealth, and lessen the tax...

When one spouse dies, it is generally recommended that the surviving spouse consider filing an Estate Tax return to elect portability.

Estate planning for farmers and ranchers can involve many pitfalls for the unwary. First mistake: some farmers think they don’t have to...

Life insurance is great tool for estate planning. However, there are nuances that sometimes get overlooked. WTOP’s recent article, “4...

Estate taxes have been less and less of a concern due to the steadily increasing exemption, which is currently $11.4 million per...

Estate planning attorneys advise meeting about how the Tax Cuts and Jobs Act could affect your taxes. If you haven’t had a talk with your...

There’s a time limit on the current opportunity for tax-free giving. It expires after tax year 2025 (unless Congress alters the...

As part of an overall estate planning strategy, says JD Supra in the article “Estate Planning: The Irrevocable Life Insurance Trust,” an...

When looking into charitable giving, it can easily become overwhelming. Talking to an experienced estate planning attorney can help make...

Increases in the estate tax exemption (up to $11.4 million per person as of the date of this writing) has an impact on how some people...

More than 50% of Americans don’t have a will, according to a 2017 survey by Caring.com. A U.S. News & World Report’s article asks “Should...

The San Antonio Business Journal’s recent article, “Plan your exit even if you never plan to leave your business,” explains that many...

Estate planning is fairly easy to do. That said, it is also very easy not to do (as evidenced by the statistics on the subject)....

Your estate plan has a big impact on your finances and should be considered as important as your investment portfolio, says Wealth...

I’m a huge believer in life insurance. For me personally, being properly insured is a top priority, and I suggest the same to many of my...