If you are age 70-1/2 or older, taking the required minimum distribution and making charitable contributions,
Taking Your Required Minimum Distribution
Category: Estate Planning and Probate
Estate Tax Portability – You Can’t Take It with You, But Your Spouse Can
Prior to estate tax “portability,” if a married couple had or were likely to have a combined net worth in excess of the amount of the exemption
Crypto Estate Planning
You were smart and bought some type of crypto-currency (Bitcoin, Ethereum, Ripple, etc.).
Irrevocable Trusts and Trying to Break (Or At Least Bend) Them
With the federal estate tax exemption now set at a robust $11,180,000 per person (thank you Tax Cuts and Jobs Act),
What Passes for a Valid Will in Michigan, Digital Style
A recent Michigan Court of Appeals decision addressed whether a note a decedent left on his cellphone can constitute the decedent’s will
Ensuring a Basis Step Up at the First Spouse’s Death
With the increase in the Federal estate tax exemption to $11,180,000,