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Planning for Children

What is the “Kiddie Tax”?

Children and grandchildren inheriting traditional IRAs could quickly find themselves in the top 37% tax bracket, thanks to changes ushered in by the Tax Cuts and Jobs Act.

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Pet Trust

Does Your Estate Plan Include a Pet Trust?

A pet trust is a legal arrangement that specifies how your animal companions would be cared for and taken care of financially if you pass away, or if you become ill or disabled and can no longer take care of them yourself.

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What Tax Consequences Are There for Gifting?

The federal estate and gift tax are unified and allow you to give away property above the annual exclusionary gift amount or for your heirs to inherit up to a total of $11.4 million currently, without paying gift or estate taxes and this increases with inflation.

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