Leaving Assets to a Charity
There are several factors to consider when leaving assets to a charity in your will or trust. First, be sure...
The Legacy IRA Act is now law
The Legacy IRA Act is now law. The new provisions expand the previous definition of a qualified charitable deduction to...
Gift Tax Returns
As tax season is coming to a close, do not forget to file your gift tax returns! If you gifted...
The Importance of Follow Through
Like all planning, estate planning also requires follow through. Trusts must actually be funded. Gifts must be received. Wills must...
Gifting low basis assets
When deciding which type of assets to gift, it is important to consider the asset’s basis. If you decide to...
Remember your Gift Tax Returns
If you have made considerable gifts to individuals, be sure to remember to file your gift tax returns. The IRS...
‘Tis the Season of Giving
The season of giving and gifting is here. If you are considering charitable donations, consider that there are many ways...
Tax Law Changes by Robin A. Lloyd, Sr., J.D.
In about two more weeks, we should be able to tell what the tax law changes will be. Reach out...
Taxes by Robin A. Lloyd, Sr., J.D.
With a possibility of $3.5 Trillion in new government spending, it’s an attorney’s dream about the taxes that will generate...
End of Year Planning
Its that time again. Time to get your affairs in order for the end of year. Make sure your estate...