Income tax basis is important in tax and estate planning. This article examines the concept... [Read more...]
529 Plans: Planning for Education with a Tax and Asset Protection Bonus
Planning is important when providing for your children or grandchildren. But planning for their education... [Read more...]
Planning for Education Expenses
Planning is important when providing for your children or grandchildren. But planning for their education... [Read more...]
Planning for the Unexpected (Updated)
It’s important to have a plan. If you don’t have a plan, your state law... [Read more...]
Beneficiary Designations, etc., Aren’t a True Substitute for a Trust
TOD / POD, beneficiary designations, and joint tenancy can be simple ways to transfer assets... [Read more...]
Planning is Critical
It’s important to have a plan. If you don’t have a plan, your state law... [Read more...]
Basics of Estate Planning: Estate Planning for Major Life Events
Blog Author: Stephen C. Hartnett, J.D., LL.M. (Tax), Director of Education, American Academy of Estate... [Read more...]
New Tax Proposal re: Retirement Savings
There are new tax proposals working their way through the House and Senate. These proposals,... [Read more...]
Making Trusts More Flexible
Trusts can be drafted to be quite flexible. This article examines several ways you can... [Read more...]
New Estate Tax Proposal
A new estate tax proposal would lower the amount passing free from tax to $3.5... [Read more...]
State Income Taxation
States are all over the board in their taxation of income. Some tax at a... [Read more...]
State Income Taxation of Nongrantor Trusts
States are all over the board in their taxation of income. This is doubly true... [Read more...]