Tag: estate planning
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
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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