Taxes

June 26, 2018

How Will the New Federal Estate Tax Exemption Affect Estate Planning?

The Tax Cuts and Jobs Act of 2017 raised the estate tax exemption, among numerous other changes to federal tax laws. While the other changes may […]
August 30, 2018

How Will the Gift Tax Impact Your Estate Plan?

The federal gift tax affects your estate plan because the amount of your lifetime gifts reduces your estate tax exemption. Your lifetime giving and your estate […]
September 11, 2018

What Does the New Tax Law Mean by “Estate Tax Portability”?

If you have been following the news surrounding the new tax law, you may have heard the term “estate tax portability”. In short, estate tax portability […]
January 15, 2019

What to Do If You Receive a Crummey Notice from a Trust

You just received a notice from the trustee of a trust, with the words “Crummey Notice” or “Notice of Withdrawal Rights” at the top. You are […]

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