Estate Planning Portability Lives On
When the Tax Cuts and Jobs Act (TCJA) was passed, the big estate planning news was that the federal gift and estate tax exclusion doubled from $5 million to an …
Installment Sales: A Viable Option for Transferring Assets
Are you considering transferring real estate, a family business or other assets you expect to appreciate dramatically in the future? If so, an installment sale may be a viable option. …
Power of Attorney – Your Trusted Agent
Most people realize the importance of a will to help direct the transfer of assets after death. During your lifetime, you also may want to have a power of attorney …
Funding Company’s Buy-Sell With Life Insurance Can Be Tricky
Among the trigger events of a small company buy-sell agreement, death of a co-owner typically is included. Example 1: Wendy Young and Victor Thomas both own 50% of YT Corp. …
Don’t Neglect Estate Planning.
Save Heirs From An Unhappy Ending The article, “More give in the gift tax,” mentions that the federal estate tax exemption now exceeds $11 million per person. Accordingly, few individuals …