If you have a life insurance policy, you probably want to make sure that the life...
Why You Should Keep Life Insurance Out of Your Estate
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J. Del Walker
The 2019 Gift Tax Return Deadline is Coming Up
If you made large gifts to your children, grandchildren or other heirs last year, it’s...
5 More Tax Breaks from the Newly Signed Tax Law
While you were celebrating the holidays, you may not have noticed that Congress passed a...
More Tax Provisions from Recent Tax Law Change Update
As part of a year-end budget bill, Congress just passed a package of tax provisions that...
Tax Law Change Update: Extenders and Provisions
The federal government spending package titled the "Further Consolidated Appropriations...
Upcoming Deadline: 2018 Gift Tax Return
Did you make large gifts to your children, grandchildren or other heirs last year? If...
What Are the Tax Consequences of Making Gifts to Loved Ones?
Many people choose to pass assets to the next generation during life, whether to reduce...
Family philanthropy: Tips on private foundation vs. donor advised fund
Family philanthropic efforts can take many forms. Two of the most common philanthropy...
How the TCJA Impacts Estate Planning
The massive changes the Tax Cuts and Jobs Act (TCJA) made to income taxes have garnered...
Do You Have to File a Gift Tax Return for 2016?
Last year you may have made significant gifts to your children, grandchildren or other...