Latest Blog Posts

What the 2016 IRS Inflation Adjustments Mean for You

Posted on: January 18th, 2016
Although the estate tax exemption has been increasing and now generally means that most people don't need to worry about estate taxes, almost everyone still needs a will or a trust to ensure that their assets pass to their intended beneficiaries. ...

Listen Up: These States Will Usher in Changes to Their Death Taxes in 2016

Posted on: November 30th, 2015
In 2015, there are still 20 U.S. jurisdictions that collect a death tax at the state level: Connecticut, Delaware, District of Columbia, Hawaii, Illinois, Iowa, Kentucky, Maine, Maryland, Massachusetts, Minnesota, Nebraska, New Jersey, New York, Oregon, Pennsylvania, Rhode Island, Tennessee, Vermont, and Washington. Even if you don't live in one of these states, the state estate tax may affect you in the future since many people move from time to time. It may affect your beneficiaries, because they may live or move to one of these states....

Early Predictions About 2016 Estate Tax, Gift Tax, GST Tax and Annual Gift Tax Limit

Posted on: November 23rd, 2015
Under current law the federal estate tax, gift tax, and generation-skipping transfer tax exemptions have become unified and are indexed for inflation on an annual basis....

Financial Smarts Peak at 50, Here’s How to Protect Your Older Self

Posted on: October 26th, 2015
A recent study conducted by Texas Tech University concluded that the ability to make smart financial decisions peaks at age 50. This decline was observed in both men and women, making both sexes equally vulnerable to financial fraud as they age....

Even Vampires Need Estate Planning

Posted on: October 12th, 2015
Yes, even the undead need an estate plan. After you stop laughing you need to hear me out. As we've learned from the likes of The Vampire Chronicles, the Twilight saga, and HBO's True Blood, vampires aren't immortal. They do die, and it's usually unexpected and messy....

The Lifetime QTIP Trust: Or (How to Maintain Control of Your Estate and Keep Spouses Happy

Posted on: October 5th, 2015
Estate planning for couples in a second or later marriage who have disproportionate estates can be tricky. One solution for allowing the well-to-do spouse to maintain control of their assets but keep their other half happy is the Lifetime QTIP Trust....
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