Blog Posts Estate Tax

Blog Posts in Estate Tax

All Posts

Using Long-Term Care Policies in your Estate Plan May 10, 2018
As we live longer, there have been unexpected costs associated with it. For those who need long-term care (LTC), the needs can range from simple tasks such as bathing, getting dressed/undressed and ...
Read More
Use this snow day to the utmost and review your estate plan January 30, 2018
Another snowy day. I can hardly believe it. Days like this, when school is canceled and I work from home seem to last forever. But in truth, I know how quickly time can fly by. Many people remind me ...
Read More
Report: Inheritance causes tension in 25 percent of families; here is how to avoid that April 4, 2017
There’s no such thing as a good time for a family fight, but one of the worst is after a death. In a recent Ameriprise Financial survey of 2,700 people, 25 percent said an inheritance caused ...
Read More
Estate & GST Tax Repeal Legislation Introduced in Congress February 3, 2017
On January 24, 2017 Congresswoman Kristi Noem introduced H.R. 631 in the House. H.R. 631 would repeal, as of the date of enactment, the Federal Estate and Generation Skipping Transfer Tax. There are ...
Read More
Special Needs Trust Fairness Act becomes law. January 4, 2017
On December 13, 2016, President Obama signed into law the Special Needs Trust Fairness Act as part of the 21st Century Cures Act . The new act allows first party special needs trust to be established ...
Read More
Child Support for Children with Special Needs September 15, 2016
If you pay or receive child support for a child with special needs, there are facts you need to know to ensure that your child is protected: For a Minor Child A disabled person’s assets and income ...
Read More