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Description of estate tax rate related to families and spouses

Electing Portability Treatment

Every person is entitled to give away a certain amount of money tax-free, either during life or at death. The ...
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Protect and provide for beneficiaries and choose a living trust

Why Choose a Living Trust?

As you research your estate planning options, you’re sure to hear a lot about living trusts. In recent years, the ...
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Photo of estate tax return documents

New Basis Reporting Requirements

The IRS has long held that some taxpayers were cheating the system, claiming a low value for an asset on ...
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Estate planning tools for persons with disabilities

A New Planning Tool for Persons with Disabilities

Persons with disabilities have been seeking a way to save for college, medical equipment and health care expenses, and retirement ...
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