“The real reasons to do estate planning are to take care of ourselves and our families the way that we want to.” In a review
Blog
IRS Eyes Estate Tax Changes for Wealthy
The IRS wants to sharply curtail a favorite tax benefit affecting family partnerships and LLCs. The U.S. Treasury Department is zeroing in on new regulation
The Dreadful Generation-Skipping Transfer Tax Explained in Basic Terms
The estate tax is one of the most hated taxes in the U.S. tax code, especially among those who are wealthy enough to have to
Effects of the Supreme Court’s Ruling on Same-Sex Marriage
Last week’s historic Supreme Court decision, Obergefell v. Hodges, affirmed a constitutional right to same-sex marriage in all 50 states, opening up tax, estate planning
Bank of Mom and Dad Keeps the Kids in Touch
Money isn’t everything, but it keeps the kids in touch. Though I say that jokingly, I do want you to take estate planning seriously. Most
Be a Farmer like “Old McForbes” and “Mr. Green Jeans” Bon Jovi and Reap the Tax Benefits
A gentleman farmer is a wealthy landowner who oversees a small farm purely for the pleasure of it—and, perhaps, for the pleasure of the tax
Estate Tax 101
The estate tax is one of the most complex parts of the tax laws, drawing a lot of controversy among Americans. Even as opponents label