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Disabled Veterans Property Tax Exemption Complicates Revocable Trust Planning

What does it mean to “own” something? Owning something means different things to different people. Owning something suggests a sense of full control over something. It also implies being able to enjoy the benefits of it...more

Are Your U.S. Savings Bonds Still Earning Interest?

Many U.S. Saving Bonds no longer earn interest. It may be time to cash them in and start making money again. It’s important to find out how much your bonds are worth, and when they will stop earning interest. In addition to...more

Client Alert: Estate and Gift Tax Limits Announced for 2017

The IRS has issued the estate and gift tax limits for 2017 (Rev. Proc. 2016-55). For an estate of a person dying in 2017, the basic exclusion amount is $5,490,000 for determining the credit against federal estate tax. This...more

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