December 16, 2015Estate Planning, Gifting What are the 2016 Estate and Gift Tax Limits, as set by the Internal Revenue Service (IRS)? The IRS has announced that the basic estate tax exclusion amount for the estates of decedents dying during calendar year 2016 will...
November 22, 2015Tax & Accounting, Tax Planning 2015 Year-End Tax Planning Tips for Individuals 2015 Year-End Tax Planning Tips for Individuals Year End tax planning strategies for individuals this year include postponing income and...
February 15, 2011Revocable Living Trusts Reasons Besides Probate Avoidance to Set Revocable Living Trust Answer: A revocable living trust can avoid a conservatorship proceeding (sometimes called a “living probate”) in the event the trustmaker (that’s...