Elizabeth Ketterson Interview
We are proud to announce that Elizabeth Ketterson, Esq. has been featured […]
Tag: federal estate tax
Inflation Updates for 2022
Every year the Internal Revenue Service publishes a list of inflation adjustments. […]
Federal Estate Tax Portability
Historically in America, each citizen and permanent resident had a certain amount […]
What is a QDOT?
A QDOT (Qualified Domestic Trust) is a trust for the benefit of […]
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.
Basics of Life Insurance Trusts
Trusts can be a wonderful tool for tax planning. If your death […]
Inflation Updates for 2021
Every year the Internal Revenue Service publishes a list of inflation adjustments. […]
2020 Tax Updates
The IRS has recently announced many 2020 Tax Updates. The inflation adjustment […]
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 […]