Article-2919

November 14, 2014 |

Key Questions When Putting Together the Powers Clause of a Will

A will typically has many different clauses within it that your attorney will walk you through during the drafting process. The most common clauses are ...

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Article-2916

November 13, 2014 |

Gun Trusts: A Basic for a Smooth Collection Transfer

While there are many resources out there to help you plan for the future of more typical assets, like stock and pond portfolios, it’s just ...

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Article-2913

November 13, 2014 |

Inflation Adjustments Impact 2015 Tax Benefits

The Internal Revenue Service recently announced inflation adjustments that will have an impact on more than 40 tax provisions. Some of the key impacts are ...

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Article-2910

November 12, 2014 |

End of Year Tax Question Roundup: Are Estate Planning Fees Deductible?

As we climb closer to the end of the year, many people are concerned with increasing tax deductible expenses. One of the common questions involves ...

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Article-2906

November 10, 2014 |

Childless Couple? You Need Estate Planning, Too

Don’t make the mistake of thinking that you can skip out on essential estate planning just because you don’t have children. As a partner in ...

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Article-2903

November 7, 2014 |

Holiday Review: Gifting and Gift Taxes

With the holidays right around the corner, many people are thinking about giving gifts but also about tying up their charitable donations as the tax ...

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Article-2900

November 4, 2014 |

Fast Facts: Inheriting Books

When a loved one passes away, there are many valuables or assets that might be specially reference in the will or other estate planning documents, ...

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Article-2896

November 3, 2014 |

Credit Shelter Trusts: Do I Need One?

Credit shelter trusts have a history of popular use with married couples because at its basis, this trust protects assets up to the federal estate ...

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Article-2893

October 31, 2014 |

Annual Estate Plan Review: A Smart Decision

Having all the documents in line for your current needs is crucial for your short and long term planning, but it’s just as important to ...

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Article-2889

October 30, 2014 |

Tax Return Requirements for Nonresidents with U.S. Assets

Individual nonresidents in the U.S. may be subjected to estate taxes under U.S. regulations if the individuals owned U.S. assets. There are several different items ...

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