June 6, 2022 •
Estate Planning One of the most overlooked and misunderstood tax laws–available to married farming couples–is an opportunity called portability.
Read MoreMay 31, 2022 •
Estate Planning Which tax-free transactions will trigger an estate tax, if the taxpayer dies after the higher exemption amount sunsets?
Read MoreNovember 23, 2021 •
Estate Planning About 1.5 million Americans become widows and widowers in a normal year, but the pandemic has boosted that significantly. The National Center for Family and Marriage Research at Bowling Green State University estimates that about 380,000 of more than 700,000 people in the U.S. who have died from Covid were married.
Read MoreJune 15, 2021 •
Estate Planning Americans have been living through a ‘golden age’ of estate planning, but it’s coming to an end, says one consultant to ultra-high-net-worth families and family offices.
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