Your estate plan: Don’t forget income tax planning. Protect against the coming exclusion reduction.
As a result of the current estate tax exemption amount ($12.06 million in 2022), many people no longer need to…
Feeling generous at year end? Strategies for donating to charity or gifting to loved ones
As we approach the holidays, many people plan to donate to their favorite charities or give money or assets to…
There’s currently a “stepped-up basis” if you inherit property — but will it last?
If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for…