Estate Planning Blog

We provide a concierge level of service when planning for your legacy.

Book an Initial Call

Inherited IRAs and Taxes.

November 23, 2021
Unless you spend your winters in Aspen and your summers in the Hamptons, you probably don’t have to worry about paying federal estate taxes on an inheritance. In 2021, the federal estate tax doesn’t kick in unless an estate exceeds $11.7 million.
Read More

Is a Rollover IRA a Good Idea?

October 25, 2021
With Covid-triggered changes in the economy and more people taking early retirement or changing jobs, there has been a surge in rollovers from 401(k)s to individual retirement accounts.
Read More

Should a Charitable Lead Trust Be a Part of My Estate Planning

October 20, 2021
What is a charitable giving technique that doubles as a wealth transfer technique to avoid estate taxes and at the same time works especially well in a low-interest rate environment (as we find ourselves in now)?
Read More

How Often Should I Update My Estate Plan?

October 14, 2021
Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
Read More

How Much Can You Gift for Medicaid?

October 12, 2021
Most people have heard that each individual is allowed to gift $15,000 per year to another person without paying a gift tax. However, exactly what the gift tax is, and the consequences of going beyond $15,000, are less clear.
Read More

Mega-IRAs Could Be a Source for Tax Revenue

October 7, 2021
Congressional Democrats are weighing a new type of required distribution from individual retirement accounts, based on the account value instead of age, according to a discussion list of policy ideas obtained by CNBC.
Read More

Selling a Home Owned by an Irrevocable Trust.

September 25, 2021
I’m a trustee selling a home in irrevocable trust for a parent who died. There are two beneficiaries who will get the sale proceeds with a stepped-up basis. I’m filing Form 1041 but do I still have to file a Form 1040 to report anything for the beneficiaries?
Read More

What Should I Do with an Inherited IRA?

September 23, 2021
You’ve inherited an individual retirement account or IRA. Now what?
Read More

Book an Initial Call

Schedule an available time to speak with us. We look forward to meeting with you!
Book an Initial Call

Join Our eNewsletter

Stay informed and updated by subscribing to our eNewsletter!
Subscribe Now!
Integrity Marketing Solutions - Estate Planning Marketing
Powered by
magnifiercrosschevron-down