Latest
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Cut Your Wealth Transfer Taxes With a Family Limited Partnership
This estate planning tool facilitates tax-efficient wealth transfer, asset protection, legacy preservation and more.
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IRS Quietly Changed the Rules on Your Children’s Inheritance
Property, such as your home, held in an irrevocable trust 'that is not included in the taxable estate at death' will no longer receive a step-up in basis. Here’s why the wording of that is key.
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How to Use Your Estate Plan to Save Tax Now: A Timely Update
Consider an upstream basis trust and a general power of appointment for an older family member to reduce capital gains taxes on highly appreciated assets.
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Five Big Estate Planning Mistakes and How to Avoid Them
Improper or insufficient estate planning can lead to complications for your loved ones and thwart your legacy. And don’t forget to include your pets!
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Inherited an IRA? Four Things Every Beneficiary Should Know
Inherited IRA Inherited IRA distribution rules have changed in ways that can significantly impact your taxes and tax strategy.
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Smart Ways to Handle an Inheritance
inheritance A bequest could change your life, but don’t quit your day job.
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Five Strategies to Keep Your Heirs From Blowing Their Inheritance
estate planning Preserving the family money beyond a few generations isn't an easy task.
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6 of the Worst Assets to Inherit
inheritance Leaving these assets to loved ones may be more trouble than it’s worth. How to avoid adding to their grief after you're gone.
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6 of the Best Assets to Inherit
inheritance If you really want to help your heirs out, these are some of the best assets to leave them.
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