Tag: estate planning

Business and statistics concept.
2019 Year-End Tax Planning for Individuals

Paying your individual income taxes likely represents one of the largest outlays of the year,…

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Estate Planning Considerations for Business Owners

Regardless of whether your exit plan includes a transition to another owner or an acquisition…

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Real Estate Growth & Opportunity Whitepaper
Real Estate Companies: Driving Growth & Opportunity

In this whitepaper, we address three critical elements to real estate company success — taxes,…

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Pen laying on legal papers for signature
MFA’s Jerry Mahan Named President of Essex County Estate Planning Council

The MFA Companies® is pleased to announce Jerry Mahan has been nominated president of the…

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Senior Couple Signing Document In Meeting With Female Financial Advisor In Office
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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Couple talking with financial advisor at table
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
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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Building an On Off Switch Into Your Estate Plan
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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The Use of an ING Trust to Reduce Your State Income Tax Liabilities
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: Executors Inherit Important Responsibilities

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

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