Tax Planning
Trending Posts
Dancing On the Razor’s Edge
I remember the TV room at First Baptist Church daycare. It had shag carpet in…
ByGreg McIntyreAug 9, 2022
Tax Avoidance Series: How to Avoid Estate/Gift Tax with Trusts and Annuities
The estate/gift tax is a tax based on the value of the assets an…
ByGreg McIntyreJul 28, 2022
Avoid Estate Tax without Sacrificing the Step-up in Basis
The Estate Tax, also known as the “death tax,” is going to be a reality…
ByGreg McIntyreJul 6, 2022
Is Your Legacy Leaving A Tax Burden?
Many people are under the false assumption that when they pass their loved ones will…
Bymorgan morganJun 30, 2022
Avoid the Gift/Estate Tax with the Crummey Trust
The estate and gift tax work hand-in-hand. There is a set limit on the…
ByGreg McIntyreJun 29, 2022
The Downside to IRAs: No Such Thing as a Free Lunch
Ah the IRA. Now that pension plans have all but gone the way of…
ByGreg McIntyreMay 4, 2022
Inflation: How does inflation impact my estate plan?
Estate planning is about both planning to take care of yourself during your life…
ByGreg McIntyreApr 5, 2022
Protecting your children’s future
A premature passing of a parent is a traumatic event that can affect a child…
ByGreg McIntyreMar 31, 2022
Talk to the Bank When a Loved One Passes Away
If a loved one passes away, before you go to the Clerk of Court, you…
ByGreg McIntyreMar 9, 2022
