Estate Planning: An At-a-Glance Overview

2 years ago
Marc A. Bronstein

Estate planning, or legacy planning, entails preparing your affairs for the future, including death and other life events. While older…

IRS Raising Annual Gift Tax and Estate Tax Exclusions in 2023

Although inflation is generally nothing to be pleased about, the IRS recently announced inflation-adjusted changes to the annual gift tax…

2 years ago

The Impact of Changes to Portability of the Estate Tax Exemption on You

On July 8, 2022, the Internal Revenue Service issued new guidance allowing for the estate of a deceased person to…

2 years ago

Disclaiming an Inheritance

While an inheritance is usually desired, there are some circumstances in which it might be unwelcome. If you don't want…

2 years ago

What to Do If You Want to Leave Your Children Unequal Inheritances

Parents usually want to leave their children equal shares of their estate, but equal isn't always fair. If you plan…

3 years ago

Annual Gift Tax and Estate Tax Exclusions Went Up for 2022

The amount you can gift to any one person without filing a gift tax form increased to $16,000 in 2022,…

3 years ago