Tax Savings
Recently we have been hearing a lot about the tax savings from "Loss Harvesting". Since the end of the year...
Estate and Tax Rates
Which will be higher next year-Estate Tax Rates or Income Tax? You may need to watch your Trusts. ...
Out of State Property & Estate Tax
Remember if you own out of state property, the State Estate Tax Exemption in that state does not always equal...
SECURE Act
The SECURE Act was signed into law three weeks ago, altering the retirement planning landscape. What impact did it have...
Stepped Up Basis
Be sure to update your estate planning to ensure that your heirs will get second stepped up basis upon the...
Charitable Deduction
During the season of giving, don’t forget that charitable contributions continue to be deductible if you itemize deductions. #TuesdayTip...
Annual Gift Tax Exclusion
The annual gift tax exclusion amount for each individual is $15,000 for 2019 and does not carry over to future...
Beneficiary Designations
Are all of your beneficiary designations up to date on assets such as a life insurance policies, 401(k) accounts, and...
Location of Your Estate Planning Documents and Information
With the holiday season here, now is a great time to tell your family where all of your estate planning...
Estate Tax Exemption
Will the Estate Tax Exemption and tax rate continue until 2025? #TuesdayTip Robin A. Lloyd, Sr., J.D.