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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…

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