Senate Tax Bill - 500 Card Monty – Try to find the quarter!
Congress often boasts that they enact taxes reduction. What they mean is that they reduce tax rates. Taxes are calculated as (i)...
Senate Tax Bill - Estate Tax, Part II – The only thing that is certain is that certainty
In Part I of this blog, we reviewed the effect of the Senate-passed estate tax law changes, and how the new law would reduce estate tax...
Senate Tax Bill - Estate Tax, Part I – A Whole Lot o’ Nuttin’ (almost)
Although the Senate and House versions of the sweeping 2017 tax law changes need to be reconciled prior to sending the bill to the...
The Basics - Estate Planning
Basics, that is, of asset titling. There's a whole lot more to the estate planning process, of course, but it is crucial to always keep...
DSUE (di-sue-ee) Revisited (by the IRS)
The Internal Revenue Code provides each taxpayer's estate with an estate tax exemption of $5,490,000 (adjusted annually), and allows the...
You can, but only if they let you.
It is extremely important that a person's fiduciaries (executor, trustee, or attorney-in-fact under a power of attorney) have access to...