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3 Simple Ways to Avoid Probate Costs

December 25, 2015

The bad news: probated estates are subject to a variety of costs from attorneys, executors, appraisers, accountants, courts, and state law. Depending on the probate’s complexity, fees can run into tens of thousands of dollars. The ...

How to Make Your Inheritance Last

December 21, 2015

A 2012 study by Ohio State researcher Jay Zagorsky found that about one-third of Americans who receive an inheritance have negative savings within two years of getting their money, and of those who receive $100,000 or more, nearly one in five ...

States That Will Make Changes to Their Death Taxes in 2016

December 17, 2015

In 2015, there are still 20 U.S. jurisdictions that collect a death tax at the state level: Connecticut, Delaware, District of Columbia, Hawaii, Illinois, Iowa, Kentucky, Maine, Maryland, Massachusetts, Minnesota, Nebraska, New Jersey, New ...

Is There an Income Tax Time Bomb Lurking in Your Estate Plan?

December 10, 2015

As the federal estate tax exemption has ballooned from $1.5 million ten years ago to $5.43 million today, the need for estate tax planning has drastically decreased. Instead, higher income tax rates that were ushered in under the American ...

5 Easy Tips to Simplify Your Year End Charitable Giving

December 7, 2015

Are you planning on making charitable donations before the end of the year? The IRS reminds us that you must itemize deductions on your tax return to claim a deduction for these gifts. In addition, the following five tips can help make those ...

Recently Released 2016 IRS Inflation Adjustments

December 1, 2015

The Internal Revenue Service has released the official inflation adjustments that will affect 2016 federal reporting for estate taxes, gift taxes, generation-skipping transfer taxes, and estate and trust income taxes. These changes will affect ...

These States Will Usher in Changes to Their Death Taxes in 2016

November 20, 2015

What the Recently Released 2016 IRS Inflation Adjustments Mean for You

November 11, 2015

Don’t Miss Out on These Year-End Tax Planning Strategies

October 29, 2015

Now is the ideal time to start year-end tax planning so that credits and deductions can be maximized before the December 31st deadline. In this issue, we offer a variety of tax-saving strategies you should consider using immediately so that you ...

Financial Smarts Peak at 50, Here’s How to Protect Your Older Self

October 21, 2015

A recent study conducted by Texas Tech University concluded that the ability to make smart financial decisions peaks at age 50. This decline was observed in both men and women, making both sexes equally vulnerable to financial fraud as they ...

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