Exemption or "B Trust"

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2023 Estate and Gift Tax Report

5 min

2023 Estate and Gift Tax Report

As described in this article, 2023 marks the highest estate and gift tax exemptions to date.

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The Flexible Estate Tax Planning Trust

4 min

The Flexible Estate Tax Planning Trust

"In this world, nothing is certain except death and taxes." - Benjamin Franklin When it comes to estate taxes (otherwise referred to as...

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Advanced Estate Planning with Lifetime Gifts

3 min

Advanced Estate Planning with Lifetime Gifts

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

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Talk to an Estate Planning Attorney About Tax Cut Act

3 min

Talk to an Estate Planning Attorney About Tax Cut Act

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...

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Estate Planning Review for 2019

4 min

Estate Planning Review for 2019

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

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