Inflation Updates for 2023
Every year the Internal Revenue Service publishes a list of inflation adjustments. You can find them on the IRS website in Revenue […]
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Elizabeth Ketterson Interview
We are proud to announce that Elizabeth Ketterson, Esq. has been featured on “Get Real!” with Meg Hanington and Genevieve E. Thayer. […]
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Inflation Updates for 2022
Every year the Internal Revenue Service publishes a list of inflation adjustments. You can find them on the IRS website in Revenue […]
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Federal Estate Tax Portability
Historically in America, each citizen and permanent resident had a certain amount of assets that they could pass on to their heirs […]
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What is a QDOT?
A QDOT (Qualified Domestic Trust) is a trust for the benefit of a surviving non-citizen spouse that defers the federal estate tax […]
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It’s Not Too Late to Protect Your Estate!
There are rumors that the current administration intends to cut the $11.7 million estate and gift tax exemption to either $5 million or $3.5 million. While these proposals are always subject to change, it is worthwhile to consider if you should make a gift.
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Basics of Life Insurance Trusts
Trusts can be a wonderful tool for tax planning. If your death is likely to cause an estate tax or an inheritance […]
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2020 Tax Updates
The IRS has recently announced many 2020 Tax Updates. The inflation adjustment announcement can be found in Revenue Procedure 2019-44. This includes […]
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Proposed Tax Policy By Republicans Would Enable Wealthy to Pass On A Massive Income Tax Deduction to Their Heirs Upon Death
As most of you know, I generally try to avoid political discussions and I really try to avoid commenting on proposed tax […]
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