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Don’t Forget Income Taxes When Planning Your Estate
As a result of the current estate tax exemption amount ($12.06 million in 2022), many estates no longer need to be concerned...
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estate tax
Factor in Taxes if You’re Relocating to Another State in Retirement
Are you considering a move to another state when you retire? Perhaps you want to relocate to an area where your loved...
How to Ensure Life Insurance Isn’t Part of Your Taxable Estate
If you have a life insurance policy, you may want to ensure that the benefits your family will receive after your death...
Why It’s Important To Plan For Income Taxes As Part Of Your Estate Plan
As a result of the current estate tax exemption amount ($11.58 million in 2020), many estates no longer need to be concerned...
Thinking About Moving to Another State in Retirement? Don’t Forget About Taxes
When you retire, you may consider moving to another state — say, for the weather or to be closer to your loved...
IRS Automatically Extends Filing for Certain Estates Electing Portability
In estate planning, the concept of "portability" of a deceased spouse's unused exclusion (DSUE) amount is relatively new. For decedents dying after...