The IRS has revealed that, starting in 2025, inflation adjustments will bring significant increases to the annual gift...
IRS Announces Increased Gift and Estate Tax Exemption Amounts for 2025
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Estate Taxes
How Can You Move Assets to Future Generations With the Least Tax?
Important note: All exemption amounts mentioned in this article apply to U.S. citizens only and were current as of...
Is it Time to Use the Gift and Estate Tax Exemption?
Choosing the Right Time to Make a Gift Since its creation in 1916, the amount you can pass to your heirs as a gift or...
Leave Your Retirement Account to Your Minor Child
When it comes to passing on your assets, your retirement savings account is likely one of the largest items to...
5 Federal Taxes That Impact Estate Planning
If you're like most people, the estate tax comes to mind when you think of estate planning. The state of California...
Seven Reasons to Consider a Family Estate Planning Office
Family estate planning offices provide an array of services specifically designed to meet the needs of affluent...
Estate Tax Planning and Marital Deduction
Estate Tax Planning and the Marital Deduction Most couples prefer to maximize the share of their estate that passes to...
How Business Owners Can Protect Their Legacy by Avoiding Inheritance Mistakes
When it comes to estate planning, people often think of what will happen to their personal assets—for business owners,...
What Is the Maximum Gift You Can Give Without Being Taxed?
If you have heard of the gift tax, you may worry about paying taxes on any gifts that you give to family and friends....
Will Charitable Giving Reduce Your Taxable Estate?
If you give to charity or plan to start giving, one of your goals in giving may be to reduce your taxable estate....
Potential Changes to Estate Tax Law in 2021
This article describes two possible tax law changes currently being considered by Congress. The likely impact on...
Did Robert Redford Have a Business Exit Plan?
“Robert Redford officially bought what was once the Timp Haven Resort (now known as the Sundance Mountain Resort) in...
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