The new administration has proposed many changes to income tax and transfer taxes. Clients whould consider implementing certain strategies now, before those changes take effect.
Stepping Up Now in Case Step-Up is Repealed
The incoming administration has revealed a plan to repeal the step-up in bases at death. Learn about adjusting estate planning strategies to fit a potential no-step-up reality..
Smart Gifting in 2021 Focuses on the Need
Estate planning has “gotten a raise’ in terms of the increased estate and gift tax exemption, but even more important, the effects of the pandemic has focused attention on the need – the needs of family members, and the needs of charitable organizations.
Estate Planning Gets a “Raise” in 2021
In 2021, the estate and gift tax exemption rises. Learn how current giving can benefit both donor and donee.
Is Equality the Best Policy in Estate Planning?
Should all children be treated the same in an estate plan? Not everyone agrees whether that should be the case. If you are going to create an imbalance, talk over that decision with your children now, is the advice.
IRA Ins and Outs under CARES and SECURE
There are opportunities to use IRA accounts in estate and tax planning because of the two latest pieces of legislation called CARES and SECURE.
Estate Planning is a Way of Saying Thank You
Estate planning is a way to say thank you to those who’ve supported you and thos whom you wish to support.
Coordinating Your Seasonal “Outfit” with Estate and Tax Planning
As the calendar year draws to a cose, it’s time to coordinate your tax and estate planning.
Relaxed Rules for Retirement Plans Worth CARES-ing About
The CARES ACT relaxes rules for retirement plans and IRAs in four main ways.
Including the Influencers in Estate Planning
National negotiation training company founder Marty Latz is a person every estate planning client ought to meet. While most of his consulting clients are corporations negotiating with their employees and vendors, the following question discussed just last month in...
