In 2022, for most people, it may seem like planning for gift and estate taxes is unnecessary because of the…
Portability allows a surviving spouse to apply a deceased spouse’s unused federal gift and estate tax exemption amount toward his…
Does your college-aged child have a basic estate plan? In more cases than not, the answer is “no.” The good…
Gift splitting can be a valuable estate planning tool, allowing you and your spouse to maximize the amount of wealth…
Intrafamily loans allow you to provide financial assistance to loved ones — often at favorable terms — while potentially reducing…
If charitable giving is important to you, consider a donor-advised fund (DAF). A DAF — typically sponsored and managed by…
Designing an estate plan can be a delicate balancing act. On the one hand, you want to preserve as much…
Hopefully, you already have a sound estate plan in place to protect the interests of your heirs and minimize potential…
The need for a will as a key component of your estate plan may seem obvious, but you’d be surprised…
Events of the last decade have taught us that tax law is anything but certain. So how can young, affluent…