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Succession Planning Articles

 

Beneficiaries Learn a Lesson About Paying Estate Taxes

Beneficiaries Learn a Lesson About Paying Estate Taxes

Posted by D’Marie Murray on June 27, 2019

Beneficiaries of a South Dakota estate failed to make a payment when submitting a federal estate tax return — and again failed to pay when the IRS subsequently notified them of additional assessments. The IRS sued. In U.S. v. Ringling (2017), a district court reviewed the facts and ultimately granted the IRS's summary judgment motion.

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When to Update Your Estate Plan

When to Update Your Estate Plan

Posted by Cheryl A. Jankowski on June 11, 2019

Estate planning isn't just for the rich and famous. While it's true that the Tax Cuts and Jobs Act (TCJA) provides generous estate tax relief, even for well-to-do families, the need for estate planning has not been eliminated. There are still numerous reasons to develop a comprehensive estate plan and regularly update it.

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Tax Issues When Winding Up the Estate of a Loved One

Tax Issues When Winding Up the Estate of a Loved One

Posted by Robert Ingrasci on June 10, 2019

When a loved one who was “financially comfortable” passes away, his or her family must deal with the emotional issues that come with the loss — as well as winding up the decedent's financial affairs.

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Wealth Planning Opportunity | Spousal Limited Access Trust

Wealth Planning Opportunity | Spousal Limited Access Trust

Posted by Cheryl A. Jankowski on May 09, 2019

Tax reform legislation doubled the federal estate, gift, and generation-skipping transfer (GST) tax exemption to $11.18MM (as indexed for inflation) per person. This created a seven-year window for increased wealth transfer planning.

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