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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- 5 min
How Can Life Insurance Be Used In Estate Planning?
Life insurance is a great tool for estate planning. However, there are nuances that sometimes get overlooked which, if left unchecked,...
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- 2 min
Bills to Repeal Stepped-Up Basis
Discussion of the potential loss of the step-up in basis and resulting planning strategies.
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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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- 2 min
What Happens to My Mortgage When I Die?
When a family member inherits a deceased person's home, they typically have rights and options relating to the existing mortgage.
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- 5 min
You've Signed Your Trust, Now What?
It is critical that your assets be properly integrated with your living trust. Here's how to do it.
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- 3 min
Discussing Estate Planning Over Thanksgiving
Thanksgiving offers a unique opportunity to discuss estate planning with family. Here are some tips for starting a successful conversation.
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- 3 min
Beneficiary Designation Mistakes to Avoid
Many people don’t understand that their will (or trust) doesn’t always control all of their assets. Some of a person’s assets pass by...
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- 2 min
Estate Planning for New Parents
Estate planning is something new parents need to put at the top of their must do list. I know you may be sleep-deprived, overwhelmed, and...
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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
No Estate Taxes? You May Still Need Life Insurance
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...
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- 3 min
Why Do I Need an Estate Plan?
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)....
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- 3 min
Six Common Estate Planning Mistakes That You Can Avoid
The number one estate planning mistake is failing to have or to update an estate plan, says the Times Herald in the article “Top six...
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- 2 min
Using Life Insurance in Estate Planning
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...
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