How Do I Reduce Size of My Taxable Estate?
January 26, 2023
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Today’s high estate and gift tax exemptions could be slashed in a few years. Maximize those and other benefits now.
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Beneficiary Mistakes to Avoid
January 19, 2023
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Before making a decision on a beneficiary, it’s very important to check your state laws. Some states have different rules on who you can name as a beneficiary.
What are the Tax Brackets for Next Year?
December 27, 2022
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People pay many different kinds of taxes. You file an income tax return every spring, pay sales taxes when you buy things and pay property taxes if you own a home. These taxes apply to nearly everyone.
Estate Planning Mistakes to Avoid
December 22, 2022
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From time to time, it’s good to review why having a complete, up-to-date estate plan is so important.
Don’t Miss Out on Estate Planning Opportunities
November 25, 2022
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People often overlook critical steps when they are doing their estate planning.
What Is Upstream Planning?
November 8, 2022
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Doing some ‘upstream’ planning now will take the guesswork out of what’s coming your way.
Top 10 Success Tips for Estate Planning
November 1, 2022
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Estate planning is one of the most important steps you can take for yourself and your loved ones.
Is Now a Good Time for a Roth Conversion?
August 26, 2022
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A Roth conversion involves liquidating assets in a tax-advantaged account like a traditional IRA or 401(k), paying taxes on the withdrawal, and then funding a Roth IRA. In the short run, investors will pay taxes (more on that below).
IRS Extends Time to File Portability Exemption Relief to Five Years
August 8, 2022
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The IRS issued a revenue procedure (Rev. Proc. 2022-32) Friday that allows estates to elect ‘portability’ of a deceased spousal unused exclusion (DSUE) amount as much as five years after the decedent’s date of death.
What is Potential Impact of IRS Change Regarding RMDs?
July 26, 2022
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The IRS is weighing a change that could leave your heirs poorer than you might hope.
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