Estate PlanningRetirementTrust 4 good reasons to turn down an inheritance Most people are happy to receive an inheritance. But there may be situations when you…ediazMarch 5, 2024
Estate PlanningRetirement Avoiding Probate: How to do it (and why) Few estate planning subjects are as misunderstood as probate. But circumventing the probate process is…ediazJanuary 25, 2024
Estate Planning Are you considering moving to a new state to minimize estate tax? With the gift and estate tax exemption amount at $12.92 million for 2023, only a…ediazNovember 1, 2023
Estate Planninginsights Don’t overlook foreign assets when planning your estate You’d be surprised how often people fail to disclose foreign assets to their estate planning…KSDT MarketingJanuary 3, 2023
Estate Planninginsights Don’t overlook foreign assets when planning your estate You’d be surprised how often people fail to disclose foreign assets to their estate planning…KSDT MarketingDecember 5, 2022
Estate Planninginsights Should you file a joint tax return for the year of your spouse’s death? The death of a spouse is a devastating, traumatic experience. And when it happens, dealing…KSDT MarketingNovember 1, 2022
Estate Planninginsights What does “probate” mean? The term “probate” is one you’ve probably heard and might associate with negative connotations. But…KSDT MarketingOctober 2, 2022
Estate Planninginsights Making annual exclusion gifts can be a deceptively powerful estate planning strategy In 2022, for most people, it may seem like planning for gift and estate taxes…KSDT MarketingAugust 3, 2022
Estate Planninginsights Estates now have an additional three years to file for a portability election Portability allows a surviving spouse to apply a deceased spouse’s unused federal gift and estate…KSDT MarketingJuly 21, 2022
Estate Planninginsights 4 estate planning documents your college-aged child should have Does your college-aged child have a basic estate plan? In more cases than not, the…KSDT MarketingJuly 1, 2022