Estate PlanninG
HABLAMOS ESPANOL 888.698.3951

Blog Posts in Taxes

All Posts
  • Maximizing Wealth Sharing: Tax-Efficient Trust Strategies for High Net Worth Individuals
    Maximizing Wealth Sharing: Tax-Efficient Trust Strategies for High Net Worth Individuals

    A benefit of working hard is sharing the fruits of your labor with your loved ones. However, gift or estate tax consequences may impact high net worth clients when they share their wealth. By crafting ...

    Read More
  • Unlocking Tax Savings for Couples With Community Property Trusts
    Unlocking Tax Savings for Couples With Community Property Trusts

    When it comes to your family’s legacy, every dollar you can save from taxation counts. One way to keep your accounts and property out of the hands of the Internal Revenue Service (IRS) is to form a ...

    Read More
  • The Generation-Skipping Transfer Tax and How It Can Affect Your Estate Plan
    The Generation-Skipping Transfer Tax and How It Can Affect Your Estate Plan

    When it comes to federal taxes, most people are very aware of the federal income tax because, if they earn a paycheck, they cannot help but notice the deductions each pay period. But there are ...

    Read More
  • Here’s How Cryptocurrency Can Affect Your Estate Plan
    Here’s How Cryptocurrency Can Affect Your Estate Plan

    Cryptocurrency’s popularity has exploded recently, but many people don’t know how it impacts their estate plan. Here are the most important things you need to know. Know the tax consequences Did you ...

    Read More
  • How to Avoid Taxes on Monetary Gifts to Your Family
    How to Avoid Taxes on Monetary Gifts to Your Family

    While you may think taxes on monetary gifts to your loved ones is a given, we’re here to tell you that doesn’t always have to be the case. There are actually a few circumstances in which you can ...

    Read More
  • Filing Estate Tax Returns Does Not Have to Be Intimidating
    Filing Estate Tax Returns Does Not Have to Be Intimidating

    Taxes are one of those realities that executors and heirs need to deal with after the death of a loved one. For most, a final federal and state income tax return must be filed if the individual earned ...

    Read More