When a person passes away, the deceased’s assets are subject to federal estate tax if the total

When a person passes away, the deceased’s assets are subject to federal estate tax if the total
In one of our previous articles, we covered the topic of disclaimers as an excellent post-mortem tax
According to a recent study, 66% of Americans have no estate plan to protect their assets. If
We often get questions about what to do when a person wants to give up their authority
As one annually services their automobile for an oil change and routine maintenance, it is also prudent
When considering the creation of a will or a trust, one usually thinks about pre-death planning. However,
A Spousal Lifetime Access Trust (SLAT) is a trust established between spouses. Essentially, one spouse gives the
Since lifetime gift exemption has drastically increased by the Tax Cuts and Jobs Act (TCJA), which went
In our last article in this series, we covered the different types of trusts that can be
The SECURE Act, which became effective on January 1, 2021, changed the rules for inherited IRAs. Prior