Tag: estate planning

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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What You Can Do With a Will
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
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
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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