Tag: Federal Tax

We Want to Draft Your Legacy

Cryptocurrency and Estate Planning: What Executors Need to Know

March 29, 2022
My dad is investing in cryptocurrency! I know nothing about it and, frankly, I am not interested in learning. I think it is a passing fad. When he dies and I am responsible for the distribution of his estate to my siblings, do I need to address the crypto?
Read More

How to Prepare for Higher Taxes

July 29, 2021
President Biden’s proposal to eliminate the step-up for calculating inheritance taxes targets a tactic that has long been a wealth-preservation tool. What are some of the ramifications of the proposal and what, after political wrangling, could be the tax implications for large inherited assets?
Read More

What Paperwork Is Needed after Someone Dies?

April 14, 2021
While the tasks of dealing with an estate after someone passes may be simple administration, the work associated with it is often quite complicated.
Read More

What’s Happening to the Estate Tax?

April 9, 2021
Under current rules, the federal estate tax won’t ever affect you, unless you’re quite wealthy. However, that could change rapidly, even if you are far from rich.
Read More
Welch Law, PLLC

641 University Blvd., STE 108,

Jupiter, FL 33458

Get Directions
Integrity Marketing Solutions - Estate Planning Marketing
Powered by
chevron-down