When an individual passes away, their estate may have to pay estate taxes if the gross estate exceeds the applicable exemption amount in effect in the year of the decedent’s death. This year, that exemption amount is $5.25 million.
Articles about Tax planning
There are three Distribution Options for an IRA beneficiary who is not a spouse. How they take the funds has tax consequences for each option.
an experienced estate planning attorney can help you create a plan that accomplishes your goals while also planning for potential tax consequences.
The IRA Problem Orange County Estate Planning Attorney James F. Roberts
A popular way to make gifts by creating a charitable remainder trust. The following is an overview of the tax benefits of a charitable remainder trust..
A significant source of confusion arises from the fact that only a certain number of states allow for legal, same-sex couples to marry. Read more here.