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Do you worry about estate taxes and protecting your family from spending most of the inheritance you saved for them on probate. Contact us today to help you find the right estate plan for your needs.
Articles about Tax Planning
Modify Your Trust When Tax Goals Change: Here’s Why
Many people opt to prioritize the minimization of these taxes when preparing their estate plans. So why change your estate plan when tax goals change?
Tax Considerations: Is It Time to Update Estate Plan?
If your estate plan was created more than one year ago, it’s important to review it to determine if changes are needed based on these tax considerations.
Taking Your IRA Benefits over a Five Year Distribution.
Benefits for using the five year distribution including stretching out the tax payments and maintaining a lower tax bracket. Talk to an attorney today.
Trust Accounting Not Required? Three Reasons to Do it Anyway
This information helps to ensure that the trustee carries out the administration properly. In some cases, however, the trust instrument itself may state that trust accounting not required.
The Tax Relief Act of 2013
Orange County Estate Planning Attorney James F. Roberts Discusses The Tax Relief Act of 2013