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Category: Estate Planning

Life Insurance Policy Review

By Judy Fertel Layne Do you have a life insurance policy with cash surrender value that you no longer need? Because of changes in the estate tax, changes in your family situation or other reasons, you may have a policy that you...

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Reviewing Estate Planning on a Regular Basis

By Elizabeth Brickfield All of us avoid discussing or thinking about uncomfortable issues as we live our lives. Nowhere is this more evident than in the estate planning area. Estate planning is not merely about minimizing...

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645 Election

By John Dawson Increasingly, more and more individuals are seeking the benefits of a Revocable Living Trust. One of the benefits of the revocable living trust, among others, is the avoidance of probate. However, the avoidance of...

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Graegin Loans for Estates

By Tara Halbert A Graegin loan is an option for estates that do not have sufficient liquid assets to pay estate taxes and/or administration expenses. This type of loan is often used to avoid a forced sale of a closely-held...

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New Estate Basis Reporting Requirements

By Jeff Gehring On July 31, 2015, the President signed a new tax law that imposes a new basis reporting obligation on executors. Compliance with the new basis reporting law has been postponed to March 31, 2016, and the IRS...

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The Annual Gift Tax Exclusion

By John Dawson Now is the best time of the year to think about making annual exclusion gifts. The Federal Annual Gift Tax Exclusion for 2016 is $14,000.00. A donor can make tax free gifts of up to $14,000.00 to each individual...

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Disclaimer

Tax Blog is published by Dickinson Wright PLLC to inform the public of important developments within the firm and practice areas. The content is informational only and does not constitute legal or professional advice. We encourage you to consult a Dickinson Wright attorney if you have specific questions or concerns relating to any of the topics covered in this blog.

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