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How to Avoid the Most Common Estate Litigation Triggers
Estate planning is meant to bring clarity, reduce stress, and ensure your wishes are honored. Unfortunately, when key details are...
Jun 13


Enhance Your Estate Plan with Charitable Remainder Trusts
For individuals with highly appreciated assets seeking tax-efficient wealth transfer strategies, charitable remainder trusts (CRTs) can...
Mar 21


Avoid Costly Mistakes: The Ultimate Estate Planning Checklist
Estate planning is an essential part of securing your legacy, protecting your loved ones, and ensuring that your wishes are honored. Yet,...
Feb 21


Top Strategies for Tax-Efficient Estate Planning in 2025
Estate planning has always been a critical aspect of wealth management, but with evolving tax laws and new economic dynamics, staying...
Jan 11


Robin Williams' Estate a Lesson In Good Planning
Robin Williams, the beloved comedian and actor known for iconic roles such as Mork from Ork, Mrs. Doubtfire, and Peter Pan, was not only...
Sep 27, 2024


Shaquille O’Neal Insists His Kids Earn Their Own Success
Shaquille O’Neal, the basketball Hall of Famer and current TNT broadcaster has made it clear that despite his immense wealth, he expects...
Jul 26, 2024


Estate Planning Essentials Protecting Your Legacy and Loved Ones
Estate planning is a critical aspect of financial management that ensures your assets are distributed according to your wishes and...
Jul 9, 2024


Strategies for Blended Family Estate Planning
More American couples are forming blended families with children from previous relationships, which creates unique challenges in estate...
Jun 5, 2024


Supreme Court to Rule on Life Insurance in Estate Valuation
In its second significant tax policy case this term, the Supreme Court is tackling a complex issue concerning the valuation of life...
May 2, 2024


Guiding Wealth Transfer with Values-Based Planning
We're in an era termed the Great Wealth Transfer, with Baby Boomers set to pass an estimated $84 trillion to younger generations by 2045,...
Apr 9, 2024


Proactive Estate Planning: Essential Steps to Take Now
Estate planning is often postponed until it's too late, despite changes in tax laws or potential lawsuits. Procrastination can lead to...
Jan 26, 2024


Senate's Estate Tax Repeal Reintroduced
Recently, key Republican Senators including John Thune of South Dakota, Mitch McConnell of Kentucky, and Mike Crapo of Idaho have...
May 12, 2023


Navigating Grantor Trust Tax Challenges
Grantor trusts offer numerous benefits and often serve as the foundation for many estate plans. They allow you to conduct transactions...
Apr 21, 2023


IRS Requests Additional Feedback on Green Energy Tax Credit Rules
The IRS released three notices in late October asking for comments on the guidance it should issue on renewable energy-related provisions...
Dec 9, 2022


Millions of Unprocessed Tax Returns Create Issues for IRS
As of October 28, the Internal Revenue Service had about 4.4 million unprocessed individual returns, including tax returns and late-filed...
Dec 2, 2022


IRS Surprises Retirement Plan Heirs With Tax Reprieve
Recent heirs to retirement plans got an unexpected boost last month when the Internal Revenue Service suggested they could skip making...
Nov 18, 2022
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