Tag: estate planning
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 Companies: Driving Growth & Opportunity
In this whitepaper, we address three critical elements to real estate company success — taxes,…
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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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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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