08 Sep Why should I engage in planning now? Nothing is going to change, and the exemption is so high!
Practitioners are quite aware that in 2026 the Federal estate and gift, estate and GST...
07 Aug How Can My Trust Help My Kid Buy a House?
It is fairly common for a client to ask how an irrevocable trust might help...
25 Jul Gift Tax Returns: An Important Planning Step
With the federal estate tax exemption currently at $12.92 million per U.S. person, individuals have...
20 Jul I’m Buying Life Insurance; Do I Really Need A Trust And If So What Kind?
A client is buying life insurance, do they really need to set up an irrevocable...
12 Jul I’m buying life insurance, do I really need a trust, and if so what kind?
A client is buying life insurance, do they really need to set up an irrevocable...
13 Mar MY IRREVOCABLE TRUST HAS BEEN PAYING STATE INCOME TAX FOREVER. IS THERE ANY WAY TO AVOID STATE INCOME TAX?
State income taxes can be onerous. Rates can reach 14%+ and the effects of a...
17 Feb I HAVE A GRANTOR TRUST AND AM TIRED OF PAYING THE INCOME TAX ON TRUST INCOME. WHAT CAN I DO?
In case you missed it, watch part one of our Estate Planning webinar series that...
15 Aug The End of Summer Guide to Estate Planning
Posted at 14:14h
in Trusts & Estates
The end of summer may be the best time to get your estate and financial...
09 Dec Watch the Webinar: Q4 Tax with Sax
Posted at 14:03h
in General News, News / Events, Real Estate, Resources, Tax Updates, Trusts & Estates
In case you missed it, join Sax for a meeting of tax-minded professionals as our...
11 Nov Watch the Webinar: Year-End Tax Planning & WHAT YOU NEED TO KNOW NOW
It’s hard to believe 2021 is now winding down. There has been a lot of...
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