Family Wealth and Estate Planning Articles
Posted by Cheryl A. Jankowski on September 10, 2021
There have been proposals in Washington to reduce the estate and gift tax exemption amount, as well as make other changes to the estate tax laws. Making tax-free gifts by year-end can reduce the size of your taxable estate and may be one way to recognize and address this potential threat.
Posted by D’Marie Murray on September 10, 2021
For those who have a high net worth, the main focus of their estate plans is to reduce estate tax liability. Here are three strategies not to be overlooked.
Posted by Mark Stack on July 20, 2021
If you’re looking to relocate a trust to a tax-friendlier state, consider the pluses and minuses before hitting the road.
Posted by Jeffrey Budzinski on July 16, 2021
Life insurance is one option to consider when addressing your grandchildren in your estate plan.
Posted by D’Marie Murray on June 24, 2021
If you have Medicare insurance (including supplemental), you know it can be expensive to get the coverage you want, but you may be able to deduct the cost of premiums, along with other medical expenses, on your tax return.