How planning can minimize the impact of income taxes -
Until recently, estate planning strategies generally focused on removing as much wealth as possible from one’s estate to avoid the bite of federal estate tax....more
Don’t overlook foreign assets when planning your estate -
You’d be surprised how often people fail to disclose foreign assets to their estate planning advisors. They assume that these assets aren’t relevant to their “U.S.”...more
6/2/2020
/ Asset Management ,
Beneficiary Designations ,
Charitable Deductions ,
Charitable Donations ,
Estate Planning ,
Estate Tax ,
Federal Taxes ,
Generation-Skipping Transfer ,
Gift Tax ,
Income Taxes ,
Tax Exemptions ,
Tax Planning ,
Trusts
Creating an education legacy -
For many people, an important goal of estate planning is to leave a legacy for their children, grandchildren and future generations. And what better way to do that than to help provide for...more
Now or later -
When’s the right time to transfer your wealth? -
To gift or not to gift? It’s a deceptively complex question. The temporary doubling of the gift and estate tax exemption — to an inflation-adjusted...more
12/19/2019
/ Asset Management ,
Beneficiary Designations ,
Charitable Deductions ,
Charitable Donations ,
Estate Planning ,
Estate Tax ,
Federal Taxes ,
Generation-Skipping Transfer ,
Gift Tax ,
Income Taxes ,
Tax Exemptions ,
Tax Planning ,
Trusts
Below is a brief glance of what you'll find in the July/August 2019 issue of The Estate Planner.
SLATs offer an estate planning safety net -
Can multiple trusts be used to maximize the pass-through deduction? -...more