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ABLE accounts can be established for individuals with disabilities in which the onset of the disability occurred before age 26, and can be used to pay for qualifying expenses ranging from housing and living expenses to employment related expenses. Read more here...
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House Republicans released their proposed overhaul of the U.S. Tax Code last week. One of the more controversial aspects of the Bill known as the Tax Cuts and Jobs Act is the repeal of both the federal estate tax and the federal generation skipping tax. Read more here...
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A “Revocable Living Trust” is a trust established by a trust agreement that is revocable by the Grantor and created while the Grantor is living. (A “Grantor” is a person who establishes a trust.) Read more about Revocable Living Trusts here...
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Probate is a court supervised process that makes sure a decedent’s bills are paid appropriately, assets are inventoried and distributions are properly made. Read more about it here...
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There are many differences between revocable and irrevocable trusts. Read more for a summary of just some of those differences...
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A portability election is a useful tool that allows estates of married taxpayers to pass along (i.e. “port” or "transfer") the unused portion of a decedent’s estate tax exemption amount to a surviving spouse. Read more here...
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