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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- 2 min
Here We Go Again - Estate Tax Exemption May Be Reduced Come Next Year
Bill provisions reduce the Estate Tax Exemption from $11.7 Million down to $5 Million adjusted for inflation. effective next year.
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- 3 min
How Biden's New Proposed Tax Plan Affects Estate Planning
Biden's American Families Plan did not include provisions to expand estate taxes, and instead focused on capital gains.
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- 4 min
Election Result Could Warrant Making Gifts Now Instead of at Death
People are eager to look into ways to gift away assets now, taking advantage of the current gift and estate tax exemption.
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- 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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- 3 min
Estate Planning Attorney Advises Against Shortcuts
The estate planning attorney is familiar with this gentleman’s plan to avoid the “courtroom mumbo jumbo” described in the article “Estate...
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- 3 min
Farmers, Don’t Make These Five Estate Planning Mistakes
Estate planning for farmers and ranchers can involve many pitfalls for the unwary. First mistake: some farmers think they don’t have to...
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- 2 min
Is This the Golden Age of Tax-Free Gift Giving?
There’s a time limit on the current opportunity for tax-free giving. It expires after tax year 2025 (unless Congress alters the...
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- 2 min
What is an Irrevocable Life Insurance Trust?
As part of an overall estate planning strategy, says JD Supra in the article “Estate Planning: The Irrevocable Life Insurance Trust,” an...
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- 3 min
Should I Create My Will Online?
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...
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Top 3 Reasons for Business Succession Planning
The San Antonio Business Journal’s recent article, “Plan your exit even if you never plan to leave your business,” explains that many...
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