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Category: Estate Planning

Beware Potential 2021 Gift Tax Trap

Mar 24, 2021 - by

For 2021, the gift and estate tax exemption under current law is $11.7 million per person. Many pundits and articles have warned people about making gifts in 2021 that could become taxable if tax reform legislation is made retroactive to January 1, 2021. However, there is a trap lurking if […]

Time Running Out for End of Year Planning

Sep 28, 2020 - by

ACTION ALERT:  Estate Planning If there is a change in control in Washington following the November election, there will likely be significant changes to the estate and gift tax systems based on Mr. Biden’s published tax policy proposals. This is not a message in support of either candidate, or a […]

GETTING BACK TO BASICS: What You Need in an Estate Plan

Jun 8, 2020 - by

The anxiety that has been caused by the new coronavirus has sparked numerous conversations about what documents a person needs as part of an estate plan.  A quality estate plan should encompass more than just a Last Will or Revocable Trust Agreement.  The estate plan should also include incapacity documents, such […]

How Tax Reform Could Impact Non-Profits

Mar 8, 2018 - by

The recent tax reform created changes relating to charitable giving for both individuals and entities. As a non-profit what does that mean for you? The below summary will help you understand how the tax law changes relate to charitable giving and how you can prepare.  Individual Income Tax The tax […]

Planning for the New Death Tax

Sep 16, 2016 - Alerts by

“It’s not the strongest of the species that survives, nor the most intelligent that survives. It is the one that is the most adaptable to change” – Charles Darwin Formula estate tax clauses in trusts have long been a staple planning strategy to protect families from the estate tax. With […]

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