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With Congress slow to act, financial advisors plan ahead on estate taxes
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Wealthy estates face a deadline at the end of next year under the Tax Cuts and Jobs Act that may boost, cut or keep their tax rate the same — depending on the 2024 election.
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Planning for Personal Property
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It’s key to consider the emotional, financial, and tax implications of gifts of tangible personal property.
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Don’t split heirs! How to avoid family fights when leaving behind a second home
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Ownership, management and use of the holiday home: That’s the trifecta estate planners and financial advisors need to reckon with if they want to keep the peace.
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Outline - IYE - Estate Administration - Part 1 - Richard Huntington - Spring 2023
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“Being an Executor & Trustee” Presentation by Richard Huntington for the Spring 2023 workshop series
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Outline - IYE - Wills & Trusts - Kara Rudin - Spring 2023
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“Wills & Trusts” Presentation by Kara Rudin for the Spring 2023 workshop series
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Outline - IYE - Wills & Trusts - Barbara Dibble - Spring 2023
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“Wills & Trusts” Presentation by Barbara Dibble for the Spring 2023 workshop series
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Outline - IYE - Wills & Trusts - Steven Giammichele - Spring 2023
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“Wills & Trusts” Presentation by Steven Giammichele for the Spring 2023 workshop series
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Outline - IYE - Wills & Trusts - Blain Searle - Spring 2023
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“Wills & Trusts” Presentation by Amy Blain Searle for the Spring 2023 workshop series
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