12.15.2020
How Much Tax Could Someone Above the Estate Tax Threshold Pay?
When you pass away, your estate could be taxed above certain thresholds established on an annual basis. This has risen to $11.7 million in 2021 …
How Much Tax Could Someone Above the Estate Tax Threshold Pay?
When you pass away, your estate could be taxed above certain thresholds established on an annual basis. This has risen to $11.7 million in 2021 with an exemption that is set to expire at the end of 2025.
However, it is possible that legislative and fiscal pressures could push a change to occur sooner rather than later. This large exemption means that many people have put off the process of estate planning altogether but this could be a significant mistake.
Schedule a meeting with a member of our advisory team
Blog
12.08.2020
New Study Shows That Employees and Workers in America Are Stressed About Their Financial Future
A recent study completed by Greenwalt Research and the Employee Benefit Research Institute determined that employees are facing significant anxiety and stress when it comes …
12.07.2020
Three Things to Care About Within Your Estate Plan
You want to keep administration and tax costs as low as possible but there are other items that should be important to you as part …
12.01.2020
Does My Estate Plan Require Supplemental Care?
If a loved one has been diagnosed with a debilitating illness or dementia, there is a good chance that they will need care in a …
11.20.2020
What to Know About Estate Planning When There’s an Addict in Your Family
Having an addict in your family can be a very difficult situation and this can prompt numerous concerns around the process of estate planning and …
11.19.2020
Can You Remove an Executor?
An executor is appointed to close out the affairs of a deceased person. The last will and testament is used to name the executor, but …
11.18.2020
Should You Convert Retirement Accounts for Tax Planning Purposes?
Do you have a goal of keeping current family money in the family when you pass away? There are several different steps to accomplish in …
11.09.2020
What Happens If Your College Age Child Gets Sick?
This is a question you might not have contemplated until the pandemic raised concerns about health all over the United States. It’s come front and …
11.03.2020
Do You Know These Three Trust Parties?
The establishment of a trust is usually a more advanced form of an estate plan and it requires at least three parties, some of who …
11.02.2020
What Makes Elder Law Distinct from Estate Planning?
What happens to your assets as you get older is of chief concern not just for estate planning purposes but also for your own elder …
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