Tax Planning

Do You Have to Update Your Estate Plan With the New Tax Law?

Apr 05, 2018

Any time there is a change to the federal tax code, as there was at the beginning of 2018, there is ...

Tax Basis and Your Estate Plan

Mar 28, 2018

When preparing your estate plan, you may have multiple goals. You want to provide for your loved on...

How Will the New Tax Reform and Jobs Act Affect You?

Jan 30, 2018

The newly-enacted tax reform law, dubbed the "Tax Reform and Jobs Act," will deliver major changes t...

Good News for Givers: Gift Tax Exclusion Goes up in 2018

Dec 14, 2017

Good news for those caught up in the spirit of giving this holiday season: next year, in 2018, you w...

End-Of-Year Tax Planning for 2017

Dec 08, 2017

The last thing most people want to think about during the holidays is taxes, but you also don't want...

What the Proposed Tax Reform Law Could Mean for You and Your Family

Nov 15, 2017

Earlier in November 2017, Republicans in the U.S. House of Representatives unveiled their tax reform...

Five Things You Should Do Now to Lower Your 2016 Tax Bill

Nov 18, 2016

Midnight on New Year's Eve: confetti falls, champagne corks pop, couples kiss. A year evaporates int...

Required Minimum Distributions: Perils and Pitfalls

Oct 28, 2016

Remember that old fable about the ant and the grasshopper, in which the grasshopper spent his summer...

Understanding the Tax Consequences of Inheriting a Roth IRA

Oct 24, 2016

While many people have a Roth IRA as part of their estate plan, comparatively fewer are aware that a...

Helping Loved Ones Financially Without Incurring Gift Tax

Jul 28, 2016

When a family member or friend is in financial need, and you have the means to do something about it...