Tag: estate planning

QPRT: Estate Planning Considerations for Tax Savings

As a result of The Tax Cuts and Jobs Act, which doubled the estate and…

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Wealth Planning Opportunities Post-Tax Reform: Estate Planning Using Trusts

One of the more prominent changes in the 2017 TCJA legislation includes the estate and…

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Protect Your Heirs by Naming a Trust as IRA Beneficiary

Often, tax-qualified retirement accounts such as IRAs make up a significant part of one's estate.…

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An On/Off Switch for Your Estate Plan

When planning your estate, there can be tension between estate tax planning and income tax…

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This Type of Trust (ING) Can Reduce Your State Income Tax Liabilities

The term ‘ING’ trust stands for Incomplete Gift Non-Grantor Trust. When a trust is established…

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Settling an Estate: Executors Inherit Important Responsibilities

Settling an estate, however, can be a difficult and time-consuming job that could take several…

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What You Can Do With a Will

A will is often the cornerstone of an estate plan. Here are five things you…

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Future of the Federal Estate and Gift Tax

While no one can predict the future, the possibility of tax reform is once again…

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The Cost Segregation Study: An Overlooked Estate Planning Tool
The Cost Segregation Study: An Overlooked Estate Planning Tool

Owners of commercial and rental residential real estate often use cost segregation studies to accelerate…

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No Beneficiary Designation. Who Gets The Money?

Retirement plans and IRAs account for about 60 percent of the assets of U.S. households…

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