Tax Avoidance Series: How to Avoid Estate/Gift Tax with Trusts and Annuities

July 28th, 2022 (No Comments)

  The estate/gift tax is a tax based on the value of the assets an individual owns at the time of death or gave away during their lifetime. Luckily, there […]

Out with the Old… In With the New…

July 8th, 2022 (No Comments)

I keep all kind of stuff. I have the most awesome baseball glove sitting on a shelf in my basement. I can see it in my minds eye right now. […]

Avoid Estate Tax without Sacrificing the Step-up in Basis

July 6th, 2022 (No Comments)

The Estate Tax, also known as the “death tax,” is going to be a reality for many more individuals once the estate tax threshold lowers automatically in 2025. One strategy […]

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