No tax on large gifts when exemption sunsets
Taxpayers making large gifts no longer have to worry about big taxes coming back to…
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Avoid a Crisis During a Crisis
What you don’t know can hurt you. Of the most important estate planning documents that…
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How to reverse Medicare surcharges when your income changes
Are you a high-income Medicare beneficiary who is paying a surcharge on your premiums but…
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Three reasons why giving your house to your kids isn’t the best way to protect it from Medicaid
Are you afraid of losing your home if you have to enter a nursing home…
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Tax reform may impact charitable giving
As the tax reform measures were unveiled, members of the charitable community expressed alarm that…
Read MoreEvaluating generation-skipping tax transfers
Your current financial plan may include wealth transfers to grandchildren, great-grandchildren or other descendants, and…
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