The services following the death of Her Majesty Queen Elizabeth II might have many of us thinking about our own estate planning. One striking piece of information about Her Majesty was that she had planned out many...more
9/23/2022
/ Asset Transfer ,
Beneficiaries ,
Estate Planning ,
Funerals ,
Generation-Skipping Transfer ,
Inheritance ,
Inheritance Tax ,
Personal Property ,
Revocable Trusts ,
Tax Planning ,
Trusts ,
Wills
As we start the new year, this Federal Tax Update highlights estate planning-related federal tax information that may be helpful as you consider planning options for 2022. Because Congress could pass legislation that changes...more
1/4/2022
/ Estate Planning ,
Estate Tax ,
Estate-Tax Exemption ,
Generation-Skipping Transfer ,
Gift Tax ,
Gift-Tax Exemption ,
IRS ,
Pending Legislation ,
Required Minimum Distributions ,
Step-Up Basis ,
Tax Planning ,
Tax Rates