July 29, 2022 •
Estate Planning 
Upstream basis planning is a trust strategy that can save wealthy people on their capital gains taxes and income taxes associated with highly appreciated assets.
Read MoreJanuary 12, 2022 •
Estate Planning 
If you’re planning to leave your heirs any sort of inheritance, you’re already giving them a valuable financial leg up.
Read MoreNovember 24, 2021 •
Estate Planning 
Unless you spend your winters in Aspen and your summers in the Hamptons, you probably don’t have to worry about paying federal estate taxes on an inheritance. In 2021, the federal estate tax doesn’t kick in unless an estate exceeds $11.7 million.
Read MoreJuly 29, 2021 •
Estate Planning ![]()
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 MoreJuly 23, 2021 •
Estate Planning ![]()
First, before making a gift or bequest outright to your youngest son, consider whether now or in the future he will possibly be eligible for governmental assistance based on his disability and his own assets.
Read MoreJuly 2, 2021 •
Estate Planning ![]()
To be tax efficient, which types of assets should you live off of in retirement, and which should you plan on passing down? There’s a bit of art to the equation, and how you plan can make a big difference to your beneficiaries.
Read MoreJune 1, 2021 •
Estate Planning ![]()
These spousal trusts are garnering attention as estate and gift tax exemptions are poised for overhaul.
Read MoreDecember 10, 2020 •
Estate Planning ![]()
One of the biggest wealth transfers our nation has ever seen is about to take place. Over the next 25 years, as much as $68 trillion of wealth will be passed to succeeding generations.
Read MoreApril 27, 2020 •
Estate Planning ![]()
Adding an adult child to your house deed, or giving them the home outright, might seem like a smart thing to do. It usually isn’t.
Read More
