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Tax Cuts & Jobs Act: How They Affect Estate Planning

Focusing specifically on estate tax law, the Tax Cuts and Jobs Act of 2017 doesn’t repeal the federal gift and estate tax. It does, however, affect the gift and estate tax exemption.

IRS Announces 2018 Retirement Plan Limits

In October 2017 the IRS announced qualified retirement plan limits that will apply in 2018. Read on for more information.

Bitcoin & Taxes

Bitcoin, the popular digital currency, went on a tear in 2017, rising in value by 900% in the first 11 months. More and more investors are taking notice. There are some tax implications to consider.

Benefits of a Charitable Remainder Trust

If you’re charitably inclined but concerned about having sufficient income to meet your needs, a charitable remainder trust (CRT) may be the answer. A CRT allows you to support a favorite charity...

Who Should Own Your Life Insurance Policy?

If you own life insurance policies at your death, the proceeds will be included in your taxable estate. Ownership is usually determined by several factors, including...

Tax-Conscious Bequests

The advent of a higher amount exempt from the federal estate tax ($5.49 million in 2017) has reduced the need for tax-aware estate planning, but it has not eliminated it altogether. Let's take a look.

Tax basis planning worth a look if estate taxes aren’t a threat

For many people, income tax planning offers greater tax-saving opportunities than gift & estate tax planning. A record-high gift & estate tax exemption means fewer people are subject to those taxes.

Beware the GST Tax When Transferring Assets to Grandchildren

As you plan your estate, don’t overlook the generation-skipping transfer (GST) tax. Complexities surrounding its allocation can create several tax traps for the unwary.

Smarter in :90 - Estate Plans - Do you need one?

There's a lot of misconceptions about estate plans, like what they entail and who needs one.