Tag Archives: Estate planning
5 hidden reasons you need a will.
Most people don’t appreciate the full importance of a will, especially if they think their estate is too small to justify the time and expense of preparing one. Even people who recognize the need for a will often don’t have … Continue reading
Posted in All Service Providers, All Taxpayers, Estate Planning, Ever wonder Tagged Estate planning, Will Leave a comment
A Lower Stock Market Can Help Estate Plans
Even though the stock market has been rebounding since March, it’s still down significantly from where it was before it started tanking a year ago. If you have a sizable estate, you might very well have watched it shrink over … Continue reading
Posted in All Taxpayers, Estate Planning, Financial Planning Tagged Estate planning, Financial Planning, Taxation Leave a comment
Gift Tax? What? Who?
Below are some of the more common questions and answers about Gift Tax issues. The laws on Estate and Gift Taxes are considered to be some of the most complicated in the Internal Revenue Code. For further guidance, we strongly recommend … Continue reading
Posted in Gift Tagged Enrolled Agent, Estate planning, FAQ, federal income tax, Gift tax, income tax return, internal revenue code Leave a comment