July 31, 2023
Estate & Financial Planning
May 30, 2023
December 16, 2022
November 29, 2022
June 30, 2022
Estate planning without taxes
PERSPECTIVES IN THIS ISSUE Estate planning Estate planning without taxesIntro to trustsAn avoidable tax disasterA tax disaster avoided Retirement planning An outstanding retirement deal March 2022 Estate planning without taxes Put your beneficiaries first. The traditional “hot button” that motivates people to see their lawyers about estate planning is taxation. Death taxes—inheritance taxes, estate taxes, federal taxes, state taxes—have taken a notorious toll on unplanned estates over the years. With sound planning, that burden can be lightened or even eliminated. In some cases, the tax savings easily cover the cost of the attorney’s fees for creating the estate plan. However, that hot button has cooled considerably in recent years, as the federal estate tax has been increasingly targeted to
March 29, 2022