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A hot topic among our clients is the proposed amendment to the Federal Lifetime Gift & Estate Tax Exclusion and how it may affect their

When we look at the steps taken in our investing lives, the basics are simple. As working investors in the initial stages, the priority is

There could be more reductions in the offing, as lawmakers in Minnesota recently raised the state's estate tax exemption to $2.1 million retroactive to January.

As parents, it’s hard to treat all children fairly, despite their different personalities and capabilities. Most try to ensure that one child never feels less

Forbes’ recent article, “IRS Offers Estate Tax Relief To Widows And Widowers,” advises that some quick action may be needed to take advantage of the

Financial Planning’s article, “When you should establish an IRA as a trust,” advises that the answer depends on several factors, like the amount of control

When you pass away, what you leave to your loved ones is important, but so too is how you leave those assets. Making certain that

The administrator of a decedent's estate in Oklahoma appealed an order from the trial court forcing the administrator to file a federal estate tax return

Financial Planning’s recent article, “Save clients from tax pitfalls, family strife when passing on that lake cabin,” says that a parents’ well-meaning bequest could wind

“The road to retirement is pretty straightforward—until you start getting close.”

“For now, trimming your tax tab is up to you, not the men and women in Washington who write the tax law.”

“Months before you walk away, gold watch in hand, there some steps to take to maximize your benefits, take care of taxes and pave the