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No matter how much effort you’ve invested in crafting an estate plan, your will, trusts and other official documents may not be enough. Consider also drafting a “road map” to guide your family in executing your plan.
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A primary goal of estate planning is to ensure that your wishes are carried out after you’re gone. It’s important to design your estate plan to withstand potential will contests or other challenges down the road.
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If digital assets show up on your balance sheet, it’s important to understand how the actions you take with them could impact your tax liability.
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Do you own nonfungible tokens (NFTs)? If so, you need to know that the IRS intends to treat certain NFTs as collectibles for tax purposes.
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A bipartisan coalition in the U.S. House of Representatives has renewed its push to lift the $10,000 cap on deducting state and local taxes (SALT) from federal tax returns.
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Distributions from a traditional Individual Retirement Account (IRA) are generally taxable when received, though exceptions like the Qualified Charitable Distribution (QCD) for those who are interested in making charitable donations.
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Holiday season is nearly here, and many taxpayers are beginning to think about giving to charity. Be on the lookout for charity scams.
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Did you employ a household worker in 2021? This could include a housekeeper, nanny, gardener, cook, health care worker, tutor or someone else. If so, you may owe what’s commonly called the “nanny tax.”
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To ensure your desired treatment of adopted children or unadopted stepchildren, you and your spouse or partner must clearly communicate your plans through wills, trusts and other estate planning documents.
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If you expect to receive an inheritance from a family member, you might want to use a qualified disclaimer to refuse the bequest, saving gift and estate tax while redirecting funds appropriately.
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