Inheriting assets involves complex tax rules and time-sensitive decisions that can impact your financial outcome. This guide covers what heirs need to know about real estate, retirement accounts, and other...
Most people spend time planning how to leave an inheritance—but far fewer consider when it might be smarter to decline one. In some cases, accepting assets can create unintended tax...
(authored by RSM US LLP) Reduce estate taxes? Consider an ILIT to remove life insurance from your taxable estate...
Discover how America's elite manage their vast fortunes to ensure their wealth endures across generations. This article breaks down the successful strategies and common pitfalls in estate planning, using examples...
When two people with children from previous relationships get married, they form a blended family. While this can create a unique and loving situation, it raises some complicated estate planning...
Estate planning is an essential part of financial planning for all individuals, regardless of age or asset level. Learn which documents are essential for any estate plan and about other...
Authored by Haynie & Company Senior Tax Manager Greg Ward, CPA Estate tax is not an annual concern for most taxpayers. However, without adequate planning the transfer of wealth from one generation...