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Estate Tax Relief for Family Businesses

For many eligible business owners, Internal Revenue Code Section 6166 provides welcome relief. It permits qualifying estates to defer a portion of their estate tax liability for up to 14 years...

The Framework for Tax Reform

On September 27, President Trump released a nine-page “framework” for new tax legislation. The new target for the corporate tax is 20% instead of 15%. The “border-adjustable tax” is history.

How an HSA can Benefit Your Estate Plan

One health care arrangement soaring in popularity in recent years has been the pairing of a high-deductible health plan with an HSA, which can help you achieve your estate planning goals...

Have you properly funded your revocable trust?

If your estate plan includes a revocable trust — also known as a “living” trust — it’s critical to ensure the trust is properly funded. Certain benefits aren't available if the trust isn't funded...

Powers of Attorney: Springing vs. Non-Springing

Estate planning typically focuses on what happens to your assets when you die, but it’s important plan for making critical financial and medical decisions if you’re unable to make those decisions.

Don't Overlook Tax Apportionment When Planning Your Estate

If you expect your estate to have a significant estate tax liability at your death, be sure to include a well-thought-out tax apportionment clause in your will or revocable trust.

Ask a Trust Officer: IRA Rollovers

Dear Trust Officer: When I retire in about a year, I’m expecting a six-figure distribution from my employer’s 401(k) plan. My retirement turns on what I do with this money...See the response here.

Estate & Gift Taxes in 2017

The amount exempt from the federal estate tax goes up to $5.49 million per decedent on January 1, 2017, an adjustment for 2016 inflation.

Choosing Your Trustee

When you create a trust, either now or to take effect under your will, whom do you want to choose as your trustee? Here are some things to consider.

Inheritance Planning for Adult and Minor Children

Now more than ever, a family fortune is something to be protected and nurtured. What is the answer? For many families, Trusts. Let's take a look.

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