Tax Planning

After Tax Reform, Is Estate Planning Still Necessary?

Posted on: February 8th, 2018
The new tax legislation raises the federal estate tax exemption to $11.2 million for individuals and $22.4 million for couples. The increase means that an exceedingly small number of estates (only about 1,800, nationally) will have to worry about federal estate taxes in 2018, according to estimates from the nonpartisan congressional Joint Committee on Taxation. So, you may be wondering, is estate planning even still necessary? To put it simply: Yes!...

Organizing for Tax (and Estate Planning) Season

Posted on: January 15th, 2018
It’s the start of a new year, which means tax season—and this year’s April 17th IRS filing deadline—is just around the corner. Soon you’ll be receiving tax forms such as your W-2 or 1099s, and you’ll start thinking about the life events that could affect your taxes in various ways....

New Legislation Could Mean the End of Estate and GSTT Taxes

Posted on: July 12th, 2017
In a time where so much is changing in America’s legal landscape and the possibility of sweeping national tax reform seems imminent, it’s more important than ever to keep your estate plan up to date in accordance with the newest laws and provisions....
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