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Category: Estate Planning

14
11 '17

Online Estate Planning Programs

For many young parents this scenario is familiar: You and your spouse are flying across the country for some family event—a wedding, the death of a relative—and you’re leaving your...
02
11 '17

Electronic Wills: A Bad Idea From Across the Pond

Proposed Inheritance Law Update We are big fans of our brothers across the Atlantic—the pint, the pub, the pound, the princess. But every now and then, the British contrive an...
25
07 '17

Two Problems with Trump’s Estate Tax Proposal: Reconciliation and Carryover Basis

In April, President Trump proposed a tax plan that, among other cuts, eliminates the estate tax altogether. The current federal estate tax is 40% on estates exceeding $5.49 million. While...
30
01 '17

Tax Changes 2017

The start of a new year is a good time to consider upcoming changes in the tax laws that may affect your estate planning in 2017. The federal estate tax...
04
01 '17

529 Plan

Families with college bound children face the hurdle of paying for tuition, books, room and board, and other expenses. While there are many savings options, one of the most popular...