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Pay Bill Planning Your Estate? Don’t Overlook Income Taxes
The current estate tax exemption amount ($13.61 million in 2024) has led many people to feel they no longer need to be...
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estate
There’s Currently a “Stepped-up Basis” If You Inherit Property — But Will It Last?
If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes....
Age-Related Tax and Financial Milestones
In an era filled with uncertainty, you can count on one thing: time marches on! This article covers some important age-related tax and...
Consider All the Tax Consequences Before Making Gifts to Loved Ones
Many people choose to pass assets to the next generation during life, whether to reduce the size of their taxable estate, to...
An FLP Can Save Tax in a Family Business Succession
One of the biggest concerns for family business owners is succession planning — transferring ownership and control of the company to the...
The Tax Impact of the TCJA on Estate Planning
The massive changes the Tax Cuts and Jobs Act (TCJA) made to income taxes have garnered the most attention. But the new...
