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Life Insurance Owner? Consider Establishing an ILIT

An irrevocable life insurance trust (ILIT) could help you eliminate estate tax liability from any life insurance policies you own at the time of your death.

Collectibles For Charity

If you are a collector, and not a dealer, donating to a public charity from your collection instead of your bank account or investment portfolio can be a wise tax […]

Don’t Forget Your Digital Assets

In today’s world, it’s very likely you have significant digital assets that must be considered when creating your estate plan.

Free Delivery and …

Online merchants, many of them well established, boast to their customers that not only will they deliver for free, but they don’t charge sales tax except for (fill in the […]

Never put off for tomorrow, what you can do today

Unfortunately for taxpayers, Congress procrastinates when it applies to extending expiring tax breaks (“extenders”). For example, Congress did not pass the 2014 extenders until December of 2014, retroactively applying it […]