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New Details on the Estate Tax Change Discussion

New Details on the Estate Tax Change Discussion

The estate tax draws heated debate between advocates and opponents, with some referring to the levy as a "death tax," while others argue that the

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Check with Your Estate Planning Attorney about New Laws Now in Effect

Check with Your Estate Planning Attorney about New Laws Now in Effect

Determining a process for passing assets on to heirs is an integral part of the estate planning process. But it's not always easy to determine

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Should I have a TOD (Transfer on Death) for my Brokerage Account?

Should I have a TOD (Transfer on Death) for my Brokerage Account?

Life insurance, IRAs, 401(k) plans and other retirement accounts pass directly to the beneficiaries you designate outside of your will. Brokerage accounts, on the other

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Late NBA Owner’s Estate Owes Taxes, IRS Says

Late NBA Owner’s Estate Owes Taxes, IRS Says

In a ginormous estate tax battle denouement, the Internal Revenue Service just won $388 million in a settlement with the estate of Detroit Pistons owner

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Tax Loopholes May Be Closing for IRAs and Other Retirement Strategies

Tax Loopholes May Be Closing for IRAs and Other Retirement Strategies

The government has a knack for catching on to the most popular loopholes. There are plenty of tips and tricks to maximizing your retirement benefits,

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Millionaires Don’t Like Estate Planning?

Millionaires Don’t Like Estate Planning?

Despite their wealth and business savvy, more than one-third of high-net-worth families have not taken the most basic steps to protect and provide for their

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The Dreadful Generation-Skipping Transfer Tax Explained in Basic Terms

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

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Effects of the Supreme Court’s Ruling on Same-Sex Marriage

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

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If You Don’t Make a Will, Then What?

If You Don’t Make a Will, Then What?

For example, in West Virginia, that all depends on your family situation. Here are the most typical situations and who gets what: (i) If you

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Estate Planning for Widows

Estate Planning for Widows

Drawing up a will can be an emotionally taxing process. But it’s one that becomes especially difficult when a spouse is left to cope with

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What Just Happened? You Need to Consider Estate Planning

What Just Happened? You Need to Consider Estate Planning

With an estate plan, you can ensure that your loved ones are taken care of financially after your death. You can give your family peace

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Ever Wonder How People Die?

Ever Wonder How People Die?

Accidental gunfire claimed 348 lives from 2001-2010 in Alabama, and gunshots of undetermined intent killed 147 in Arizona. And while both resulted in far fewer

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