Estate Tax
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Roth Conversions for Legacy Planning: A Strategy Too Many Families Overlook
Learn how utilizing Roth conversions for legacy planning can reduce future taxes, protect your spouse and children, and improve the outcomes of your plan.
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4 Ways to Avoid Estate Taxes
For many of my clients, tax avoidance is a primary estate planning goal. Gift and estate taxes can wreak havoc on the estate you leave behind if you do not proactively take steps to avoid paying taxes. While it is not always possible to completely avoid paying gift and estate taxes, it is possible to…
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The 2015 Lifetime Estate Tax Exclusion & Annual Gift Tax
Historic Overview Congress and the Wilson administration established the original federal estate tax in 1916. However, the lack of an annual gift tax limitation provided a large unintended loophole for individuals to distribute inheritances prior to their death and avoid the estate tax. The federal annual gift tax exclusion was first enacted in 1924, repealed…
Free Estate Planning Worksheet
There’s a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you’ll be one step closer to getting yourself and your family on the path to a secure and happy future.