All too often, wealth planners focus only on the dollars. From annual monetary gifts to conditional clauses in inheritance documents, the subject of family wealth
Read MoreTag: Estate Planning
Year-End Taxes: What You Need To Be Thinking About At The End Of 2020
2020 is nearly done. Whether you’re an individual concerned about how a new president and recovering economy will impact you, or you need to find
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Getting To Know You Tuesday: Ashley Case
It’s Getting To Know You Tuesday! Today’s tax professional is Ashley Case, an attorney who focuses her practice on the areas of estate planning, tax, probate, and trust administration.
Read MoreAdmit It: The Clintons Didn’t Do Any Tax Planning You Wouldn’t Do
The headlines are meant to grab your attention: Wealthy Clintons use trusts to avoid full estate tax they back After touting estate tax, Bill and
Read MoreIRS Announces Increase In Annual Exclusion For Gifts
Nobody has a crystal ball. I’ve sat through presentation after presentation (and given a couple myself) on the state of the federal estate and gift
Read MoreEstate Planning: Gone With the New Tax Deal?
With the significant increase in the personal exemption for federal estate tax (albeit temporary), many folks believe that they no longer need a will. That
Read MoreTrying To Sort Out 2010: Estate Planning
One of my special interests has always been estate planning and the associated tax consequences (if you follow the blog, you may recall that I
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