Posts in Tax Planning

Feb 15 What Is an Estate Tax?

While the terms “estate tax” and “inheritance tax” are often used interchangeably, they are not synonymous. Let’s try to clarify ...

Jul 20 When to Involve Adult Children in the Estate Planning Process

Individuals who are beginning the estate planning process may assume it’s best to have their adult child(ren) join them in the ...

Jan 01 What is Estate Tax Portability and How Does it Affect Me?

At the end of 2012, the entire country watched as major changes were made to income tax laws with the adoption of the American ...