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Home / Archives for planning

Conservation Easements Can Be a Good Solution

October 26, 2021 by Brandon McGee

Often, a client wants to keep land in the family. Sometimes they want to discourage further development and get tax benefits for doing so. A conservation easement can help achieve both objectives. Read on to learn more. … [Read more...] about Conservation Easements Can Be a Good Solution

Filed Under: Estate Planning, Legal Education Tagged With: attorney, conservation easement, consumer, planning

Tax Reporting with Trusts

September 21, 2021 by Brandon McGee

Grantor trusts are trusts which are income taxed to the “substantial owner” of the trust. Usually, the substantial owner is otherwise known as the “grantor” or “trustor.” Nongrantor trusts are trusts which are not grantor trusts. But, what is the tax reporting for grantor and nongrantor trusts? Read on to learn more. … [Read more...] about Tax Reporting with Trusts

Filed Under: Estate Planning, Legal Education Tagged With: attorney, consumer, grantor trust, planning

Taxation of Nongrantor Trusts

September 14, 2021 by Brandon McGee

“Nongrantor” trusts are trusts which aren’t taxed to a substantial owner pursuant to the grantor trust rules.  Such a trust must file its own tax return and the income of the trust would be taxed to it, unless distributed. Read on to learn more. … [Read more...] about Taxation of Nongrantor Trusts

Filed Under: Estate Planning, Legal Education Tagged With: attorney, consumer, nongrantor trust, planning

Advantages of Using a “Grantor Trust” in Planning

September 7, 2021 by Brandon McGee

Grantor trusts are trusts which are income taxed to the “substantial owner” of the trust. Usually, the substantial owner is otherwise known as the “grantor” or “trustor.” Grantor trusts can be quite useful in tax planning. Read on to learn more. … [Read more...] about Advantages of Using a “Grantor Trust” in Planning

Filed Under: Estate Planning, Legal Education Tagged With: attorney, consumer, grantor trust, planning

Roth IRAs Can Be a Great Planning Strategy: Advanced

August 24, 2021 by Brandon McGee

This is the second in a two-part series on Roth IRAs. The first part reviewed the basics of Roth IRAs. Read on to learn more. … [Read more...] about Roth IRAs Can Be a Great Planning Strategy: Advanced

Filed Under: Estate Planning, Legal Education Tagged With: attorney, consumer, estate planning, IRAs, planning, Roth

Roth IRAs Can Be a Great Planning Strategy: Basics

August 3, 2021 by Brandon McGee

Roth IRAs can be a great planning strategy. They can save taxes and help in many ways. Read on to learn more. … [Read more...] about Roth IRAs Can Be a Great Planning Strategy: Basics

Filed Under: Estate Planning, Legal Education Tagged With: attorney, consumer, estate planning, IRAs, planning, Roth

Plan Now for the Incredible Shrinking Exclusion

July 27, 2021 by Brandon McGee

There is a great deal of legislation pending and much is uncertain. But this much is certain, the estate tax exclusion will go down by half beginning 2026 under current law. Now is the time to plan for your clients and yourself. Read on to learn more. … [Read more...] about Plan Now for the Incredible Shrinking Exclusion

Filed Under: Estate Planning, Legal Education Tagged With: attorney, consumer, estate planning, exclusion, planning

Planning Is Important

October 1, 2020 by Brandon McGee

Planning is important. End-of-year tax planning is one part of that planning. This year you should also consider whether you’ve had any payroll tax withholdings deferred. If your employer deferred those withholdings, you’ll have more money withheld next year than usual. That means you’ll have less money for other things, like IRA contributions. Read on to learn more. … [Read more...] about Planning Is Important

Filed Under: Estate Planning, Legal Education Tagged With: end-of-year planning, estate planning, IRA, payroll tax, planning

Many Reasons to Plan

July 1, 2020 by Brandon McGee

Each of us will die eventually. This article looks at how planning can make our passing easier for our loved ones. Specifically, this article looks at how planning can maintain privacy for your loved ones. Many Reasons to Plan … [Read more...] about Many Reasons to Plan

Filed Under: Estate Planning, Legal Education Tagged With: planning, privacy, probate

A Special Option for Special Kids

June 27, 2020 by Brandon McGee

When planning for children with special needs, it takes special care to preserve their eligibility for public benefits. An ABLE account is a new way to preserve eligibility while gaining tax advantages. Read on to learn more about this new tool in planning for those who were disabled by age 26. A Special Option for Special Kids … [Read more...] about A Special Option for Special Kids

Filed Under: Estate Planning, Legal Education Tagged With: estate planning, planning, trusts

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Client Review
May 25, 2021
    

Brandon McGee is knowledgeable, experienced and professional regarding Estate Planning. The entire process of multiple meetings to establish our input, draft and sign documents and fund the Trust were well organized and clearly explained. At completion, we were presented with a very well organized binder with the documents (both paper and electronic) and lists for future action.  In short, we find Brandon McGee and his staff to be competent, professional and friendly. ~ Brian C.

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