As we begin 2024, it is crucial to review estate planning goals and strategies that may be affected by changes in the federal estate tax exemption law. At the end
If you have significant wealth, you may be exposed to future estate tax burdens that must be acted on before the Tax Cuts and Jobs Act reduces the estate tax exemption
The year 2026 is quickly approaching, bringing substantial changes that may affect your estate tax situation. The Tax Cuts and Jobs Act (TCJA) in 2017 significantly increased the federal estate
When a person dies, there are often several tasks that need to be completed to properly wind down their affairs (their estate)—funerals and other preparations need to be planned, bank
Taxes are not just for individuals—they can impact certain types of trusts as well. Whether a trust pays its own taxes or whether the taxes are paid by the trust’s
What the Administration’s 2024 Revenue Proposals Mean for You and Your Estate Plan Introduction On March 9, 2023, the Biden administration released a proposed budget for fiscal year 2024, calling
12/3/2020 Recording of webinar, New Laws for the New Year 2021. Listen to the webinar by clicking the link https://youtu.be/JYotxtJ-Oss
