Latest Blog Posts

What You Need to Know About the Final Estate Tax Portability Rules

Posted on: August 9th, 2015
Recently the IRS issued the final rules governing the 'portability election' as it relates to the federal estate tax exemption. Married couples need to understand how these final rules may affect their existing estate plans, while recent widows and widowers need to understand how these finals rules may affect their deceased spouse's estate....

Financial Firms Roll Out Form Aimed at Stopping Financial Elder Abuse

Posted on: August 2nd, 2015
With cases of financial exploitation of the elderly on the rise, advisors who work with older clients are looking for ways to head off the abuse before it happens. Enter the 'Emergency Contact Authorization Form,' a document in which clients can list a trusted person who should be contacted if an advisor suspects a client is starting to lose their mental capacity or, worse yet, being financially abused or scammed....

How Will the 2015 Supreme Court Decisions Affect You and Your Family?

Posted on: July 26th, 2015
While approximately 10,000 cases are appealed to the U.S. Supreme Court each year, only 75 to 80 make it to oral argument. Of those cases, only a handful grab the media's attention. Below is a summary of three landmark decisions handed down in 2015 that could affect how you are taxed, pay for healthcare, and plan your estate....

IRS Announcement: Estate Tax Closing Letters Will Now Only Be Issued Upon Request

Posted on: July 12th, 2015
Due to the increased volume of federal estate tax return filings in order to make the 'portability election,' the IRS has announced that estate tax closing letters will only be issued upon request by the taxpayer. This change in IRS policy started on June 1, 2015....

Dispelling the Top 3 Estate Planning Myths

Posted on: July 5th, 2015
Like any other complex subject, estate planning has its share of myths and misconceptions. Understanding the top three estate planning myths will help you to create and maintain a plan that will work the way you expect it to work when it's needed....

Federal and State Death Tax Updates

Posted on: June 28th, 2015
Death taxes are back in the news at the federal level as well as in Delaware and Minnesota....
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