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Estate Planning › Gift Tax › ABLE Act

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Adler Pollock & Sheehan P.C.

Can an ABLE Account Benefit Your Family?

Adler Pollock & Sheehan P.C. on

A family with a disabled child faces difficult planning challenges. For many years, the most effective estate and financial planning tool for parents of a disabled child was a special needs trust (SNT). This trust type...more

Chambliss, Bahner & Stophel, P.C.

You Can Give Away More Tax Free in 2018

Chambliss, Bahner & Stophel, P.C. on

After staying the same for five years, the amount you can give away to any one individual in a particular year without reporting the gift will increase in 2018. ...more

Adler Pollock & Sheehan P.C.

Insight on Estate Planning - August/September 2015

Adler Pollock & Sheehan P.C. on

In This Issue: - Premarital planning: Protecting your assets without a prenup - The ABLE account: A good alternative to a special needs trust? - Make net gifts to reduce your gift tax rate - Estate Planning...more

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