Robin Williams' Estate a Lesson In Good Planning
Robin Williams, the beloved comedian and actor known for iconic roles such as Mork from Ork, Mrs. Doubtfire, and Peter Pan, was not only...
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Jul 26
Shaquille O’Neal Insists His Kids Earn Their Own Success
Shaquille O’Neal, the basketball Hall of Famer and current TNT broadcaster has made it clear that despite his immense wealth, he expects...
Jul 9
Estate Planning Essentials Protecting Your Legacy and Loved Ones
Estate planning is a critical aspect of financial management that ensures your assets are distributed according to your wishes and...
Jun 5
Strategies for Blended Family Estate Planning
More American couples are forming blended families with children from previous relationships, which creates unique challenges in estate...
May 2
Supreme Court to Rule on Life Insurance in Estate Valuation
In its second significant tax policy case this term, the Supreme Court is tackling a complex issue concerning the valuation of life...
Apr 9
Guiding Wealth Transfer with Values-Based Planning
We're in an era termed the Great Wealth Transfer, with Baby Boomers set to pass an estimated $84 trillion to younger generations by 2045,...
Jan 26
Proactive Estate Planning: Essential Steps to Take Now
Estate planning is often postponed until it's too late, despite changes in tax laws or potential lawsuits. Procrastination can lead to...
May 12, 2023
Senate's Estate Tax Repeal Reintroduced
Recently, key Republican Senators including John Thune of South Dakota, Mitch McConnell of Kentucky, and Mike Crapo of Idaho have...
Apr 21, 2023
Navigating Grantor Trust Tax Challenges
Grantor trusts offer numerous benefits and often serve as the foundation for many estate plans. They allow you to conduct transactions...
Dec 9, 2022
IRS Requests Additional Feedback on Green Energy Tax Credit Rules
The IRS released three notices in late October asking for comments on the guidance it should issue on renewable energy-related provisions...
Dec 2, 2022
Millions of Unprocessed Tax Returns Create Issues for IRS
As of October 28, the Internal Revenue Service had about 4.4 million unprocessed individual returns, including tax returns and late-filed...
Nov 18, 2022
IRS Surprises Retirement Plan Heirs With Tax Reprieve
Recent heirs to retirement plans got an unexpected boost last month when the Internal Revenue Service suggested they could skip making...
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