Archives
Estate/Trust
A Joint Home Purchase Can Ease Estate Tax Liability
Posted on February 28, 2018
A joint home purchase can ease estate tax liability If you’re planning on buying a home that you one day wish to pass on to your…
Follow IRS Rules To Ensure You Receive Your Charitable Tax Deductions
Posted on February 15, 2018
If reducing your taxable estate is an important estate planning goal, making lifetime charitable donations can help achieve that…
Trusts Owning S Corporation Stock
Posted on February 08, 2018
Only certain trusts can own S corporation stock S corporations must comply with several strict requirements or risk losing their…
An “Intentionally Defective” Trust Can Save Taxes
Posted on January 03, 2018
Under the right circumstances, an intentionally defective irrevocable trust (IDIT) can be an effective estate tax planning tool.…
Tax Cuts and Jobs Act
Posted on December 28, 2017
Tax Cuts and Jobs Act
Tax Reform Bill Passes
Posted on December 28, 2017
The new tax reform law — commonly referred to as the "Tax Cuts and Jobs Act" (TCJA) — is the most significant tax legislation in…
Good Things Come From Crummey Trusts
Posted on December 18, 2017
The benefits of a Crummey trust are anything but "crummy." This type of estate planning tool, named after the taxpayer in the first…
Special Needs Trusts: What Expenses Can They Pay For?
Posted on December 13, 2017
A special needs trust or a supplemental needs trust can be established to help a disabled individual who is receiving assistance…
Disclaimer: The information contained in Dulin, Ward & DeWald’s blog is provided for general educational purposes only and should not be construed as financial or legal advice on any subject matter. Before taking any action based on this information, we strongly encourage you to consult competent legal, accounting or other professional advice about your specific situation. Questions on blog posts may be submitted to your DWD representative.
