Tax Planning

The State of Estate Taxes

Oct 10, 2014

In January 2013, Congress permanently set the amount that an individual can transfer tax-free either...

Do You Pay Capital Gains Taxes on Property You Inherit?

Aug 14, 2014

When you inherit property, such as a house or stocks, the property is usually worth more than it was...

Nine (Potential) Problems With Your Trust

Feb 18, 2014

All trusts should be reviewed every few years to make sure that they are up-to-date with the law and...

Highlights Of The Fiscal Cliff Legislation

Jan 18, 2013

The Senate passed a compromise bill, the American Taxpayer Relief Act of 2012, to avert the fiscal c...

Claiming A Parent As A Dependent

Jul 07, 2012

If you are caring for your mother or father, you may be able to claim your parent as a dependent on ...

What Will Happen With the Federal Estate Tax?

Mar 25, 2012

The fate of the federal estate tax is still unclear. What is clear is that the results of the next e...

Tax Court Clarifies When Long-term Care Expenses Are Deductible

Nov 22, 2011

Long-term care can be very expensive, but many long-term care expenses can be deducted from your tax...

Using Iras in Estate Planning

Oct 17, 2011

Individual Retirement Accounts (IRAs) are a popular investment tool for retirement, but they also ne...

Do Surviving Spouses Have a Right to a 401(K) Or IRA?

Apr 12, 2011

When choosing a beneficiary for a retirement plan, it is important to understand how your spouse wil...

New Estate Tax Law: The Good, the Bad & the Ugly

Jan 19, 2011

The Good Congress has passed and the President has signed into law the deal extending the Bush ta...