Estates Now Have an Additional Three Years to File For a Portability Election
Portability allows a surviving spouse to apply a deceased spouse’s unused federal gift and estate tax exemption amount toward his […]
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Portability allows a surviving spouse to apply a deceased spouse’s unused federal gift and estate tax exemption amount toward his […]
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If you’re approaching retirement or have already retired, one of the biggest challenges is balancing the need to maintain your […]
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Here’s a not-so-fun fact: The generation-skipping transfer (GST) tax is among the harshest and most complex in the tax code. […]
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“Thanks, but no thanks.” If you expect to receive an inheritance from a family member, you might want to use […]
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Does your college-aged child have a basic estate plan? In more cases than not, the answer is “no.” The good […]
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Watch Graves Theus visit with KALB’s Natalie O’Quin about what to do, and what NOT to do when planning and […]
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