Category Archives: Estate Planning

Why You Need an Executor: Ensuring Your Estate is Managed Even Without Next of Kin

Imagine a scenario where a person passes away suddenly, leaving behind a complex web of...

Estate Tax Law Sunsets December 2025: Build the Right Estate Planning Team Now to Protect Your Wealth

As we approach the end of 2025 (which will be here before we know it!),...

Preserve Generational Wealth by Delaying Payment of Estate Tax with IRS Code Section 6166

Imagine your parents work all their lives to grow and develop a successful business. The...

Estate Tax Law Changes in 2026 May Impact Your Taxes A LOT—Gift Now!

The Lifetime Gift Tax Exemption is scheduled to be cut in half in 2026. It...

Benefits of Probate

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Ron Stumpf Discusses Estate Planning for Real Estate Owners

President Donald Trump’s tax plan has been placed on the back burner and tax reform...

Why Your Tax Return is Critical to Estate Planning

While most people think of estate planning as something to handle after having children, reaching...

Portability – Should you file an estate tax return even if you aren’t required to file?

Most people know that a married couple has a lifetime exclusion amount that they can...

When was the last time you reviewed your estate plan?

Once an estate plan has been made it must be actively monitored. Monitoring an estate...

Family Owned Businesses – Transitioning to the Next Generation

An often overlooked aspect of family businesses is planning for transition to the next generation....

Tax Compliance Provisions Included in The Surface Transportation and Veterans Health Care Choice Improvement Act of 2015

The Surface Transportation and Veterans Health Care Choice Improvement Act of 2015 became effective on...

Estate Planning – Have Your Parents Planned for the Future and More Important, Shared It with You?

We’ve had numerous clients address their estate planning issues with us over the years. Some...

Property Tax Exemption for Children

Gifting to your children is a wonderful way to get property out of your estate...

Tax Increases on the Horizon?

President Obama has proposed a couple of tax changes that will hurt upper income taxpayers...

Case Study: How the Best Estate Planning can Still Result in Issues, Part 2. Using Grantor Trusts

In February I introduced you to Bob, a successful businessman with a typical estate plan and...