Families that have children who are adopted, or stepchildren who haven’t been legally adopted, face unique estate planning challenges. Additional consideration must be taken when a family includes an unmarried couple in a...more
In This Issue:
- The net investment income tax and your estate plan: How one affects the other
- Use a noncharitable purpose trust to achieve a variety of goals
- Addressing adopted children or stepchildren in your...more
10/5/2015
/ Adopted Children ,
Estate Planning ,
Estate Tax ,
Gift Tax ,
Income Taxes ,
Inheritance ,
Jointly-Owned Property ,
Modified Adjusted Gross Income ,
Net Investment Income ,
Noncharitable Purpose Trusts ,
Stepchildren ,
Trusts
In This Issue:
- New 3.8% Medicare contribution tax: Do you know how to reduce or eliminate your liability?
- Estate planning for adopted children and stepchildren
- Shipping your trust over the state line to...more
For those who have adopted children or unadopted stepchildren, estate planning is critical to ensure that their property is distributed the way they desire. For those who are unmarried and in a long-term relationship with...more