Blog Category
Estate/Trust
Retirement Accounts and Your Estate Plan
Successful estate planning generally involves passing on your assets to your heirs at a low tax cost. To help achieve that goal, there…
A Joint Home Purchase Can Ease Estate Tax Liability
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 adult…
Follow IRS Rules To Ensure You Receive Your Charitable Tax Deductions
If reducing your taxable estate is an important estate planning goal, making lifetime charitable donations can help achieve that goal and…
Trusts Owning S Corporation Stock
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
Under the right circumstances, an intentionally defective irrevocable trust (IDIT) can be an effective estate tax planning tool. These…
Tax Cuts and Jobs Act
Tax Cuts and Jobs Act
Tax Reform Bill Passes
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
The benefits of a Crummey trust are anything but "crummy." This type of estate planning tool, named after the taxpayer in the first case…
Special Needs Trusts: What Expenses Can They Pay For?
A special needs trust or a supplemental needs trust can be established to help a disabled individual who is receiving assistance from the…
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.