Estate planning is a process in which clients work with attorneys, insurance advisors, accountants, financial planners, and other professionals to develop a plan for their assets and how they are owned and managed. A properly executed estate plan hel…
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The IRS recently released a revenue procedure that offers some widows and widowers more time to deal with the complexities of the estate tax. After a spouse dies, the surviving partner usually inherits the estate. In some cases, the IRS offers “por…
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The House Ways and Means Committee recently introduced proposed changes to the estate, trust, and gift taxation laws that could have a tremendous impact on the tax treatment of grantor trusts if signed into law. What are grantor trusts? A grantor tru…
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No one wants to think about dying and leaving his or her loved ones with a tax burden. Because of that, many people work out their estate taxes early on and include information on how to deal with those taxes after their death in their wills or other…
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If you are done with your holiday shopping and wondering what to do with your time, you may want to pull out your estate plan to make sure everything in it and everything affecting it are up to date. Before your credit card bills come in, take a few…
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Real Property Legislative Update: Act 39, Public Acts of 2015 was approved by the Governor on June 1, 2015 for immediate effect. This Act requires County Treasurers to furnish copies of their records for a fixed fee. An important change caused by thi…
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Political season is in full swing with the next presidential election only a year away. With every political season, candidates are talking about taxes. What is their plan? Should the federal government increase or cut taxes? Should lawmakers work to…
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