January 7, 2021 |
Study Finds High Net Worth Individuals Preparing for Possible Tax Increases
Tax increases on local or the state level could be levied against real estate in the near future. A new CNBC millionaires’ survey identified ...
Learn MoreStudy Finds High Net Worth Individuals Preparing for Possible Tax Increases
Tax increases on local or the state level could be levied against real estate in the near future. A new CNBC millionaires’ survey identified that 43% of millionaires shared that they already pay too much in taxes. Many of those millionaires are bracing for a potential tax hike in the next year due to the new presidential administration.
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Blogs for Estate Planning
January 6, 2021 |
Irrevocable Trusts and Crummey Powers
If you created an irrevocable trust in 2020, you need to ensure that certain kinds of gifts that are made to the trustee to pay ...
Learn MoreJanuary 5, 2021 |
Tax Authorities Claim That Executors Undervalued Prince’s Estate
Controversy was generated when pop singer Prince passed away without a will or any other estate plan in place. Calculations from the IRS indicated ...
Learn MoreDecember 23, 2020 |
Should You Create an Irrevocable Trust for Your Spouse?
Trusts are a popular estate planning strategy because they accomplish multiple goals at once, including privacy, greater layers of control and allowing for support to ...
Learn MoreDecember 22, 2020 |
Is Now the Right Time to Use Your Lifetime Gift Exclusion?
If you currently own an asset that you anticipate is going to appreciate over the coming years, you may want to take advantage of exclusions ...
Learn MoreDecember 17, 2020 |
What Is Portability as It Relates to My Estate?
The Tax Relief Unemployment Insurance Reauthorization and Job Creation Act was signed into law in December 2010. This made significant changes to federal estate taxes, ...
Learn MoreDecember 16, 2020 |
What is a Charitable Lead Trust?
There are many different kinds of trusts and you might use one or more to accomplish the goals in your estate plan. Because trusts can ...
Learn MoreDecember 16, 2020 |
Can I Reduce My Estate Taxes by Paying for Education Now?
If you are looking ahead to your future estate taxes and looking for a strategy to minimize them, a consultation with an estate planning lawyer ...
Learn MoreDecember 15, 2020 |
Have You Planned for Your Invisible Estate?
Many people often make the mistake of assuming that their will controls the distribution of their full estate. It’s easy to forget that certain aspects ...
Learn MoreDecember 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 ...
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<p>The post Inflation, Uncertainty, and the Value of a Coordinated Advisory Team first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Why Work With Omni360 Advisors? A Holistic Approach to Wealth, Business, and Legacy Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Spousal Lifetime Access Trusts (SLATs): A Strategic Tool for Wealth Preservation and Family Flexibility first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
