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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Article-2883

October 30, 2014 |

On The Same Page: Preparation for Estate Plan Heirs

Failing to plan comprehensively can be a big downfall for a modern estate plan. There’s more involved than just putting your own documents together, though. ...

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Article-2878

October 28, 2014 |

Profit or Hobby: Understanding Tax Consequences of IRS Determination

Section 162 of the U.S. tax code is critical for individuals who work for themselves in a variety of occupations. When a taxpayer can demonstrate ...

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Article-2875

October 27, 2014 |

Power of Attorney 101

Making the decision to put a power of attorney in place is an important and wise one, since powers of attorney are accepted in all ...

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