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December 11, 2017

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.

Second Marriage? Update Your Estate Plan

November 10, 2017

If you’re in a second marriage or planning another trip down the aisle, it’s vital to review and revise (if necessary) your estate plan, for several reasons. Let's take a look.

The Write Stuff: a Letter of Instructions

November 10, 2017

When you draft an estate plan, the centerpiece is your will or living trust. But there’s still a place at the table for a “letter of instructions” to your heirs. Check it out...

Benefits of a Charitable Remainder Trust

November 10, 2017

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...

Dynasty Trusts Keep on Giving Long Into the Future

October 19, 2017

With a properly executed estate plan, your wealth can be enjoyed by your children and even their children. But did you know that by using a dynasty trust you can extend estate tax benefits?

Who Should Own Your Life Insurance Policy?

October 19, 2017

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

October 05, 2017

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.

The Framework for Tax Reform

October 05, 2017

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

October 03, 2017