News & Analysis as of September 21, 2024

Estate Tax › Distribution Rules

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Estate taxes, also known as inheritance or death taxes, are taxes on an individual's right to transfer property at death.

The Strategy Behind Spousal Lifetime Access Trusts (SLATS)

Dunlap Bennett & Ludwig PLLC on 9/6/2024

With continuing uncertainty regarding the federal estate tax laws, the Spousal Lifetime Access Trust (SLAT) is a popular option that helps high net-worth individuals maintain flexibility while maximizing their financial...more

The Estate Planner - March/April 2020

Shumaker, Loop & Kendrick, LLP on 2/4/2020

Creating an education legacy - For many people, an important goal of estate planning is to leave a legacy for their children, grandchildren and future generations. And what better way to do that than to help provide for...more

Changes Under the SECURE Act Affecting Retirement Savings

Burns & Levinson LLP on 12/23/2019

Major changes are coming that will affect the income and estate tax planning of retirement savings. These changes, under the bipartisan SECURE Act, will become law once the President signs the Consolidated Appropriations Act...more

Do I Need an Estate Plan?

Jaburg Wilk on 10/17/2019

When You Hear the Term “Estate Planning”, Do You Think: “I don’t need an estate plan because I don’t have very much,” “My wishes are simple, I can just jot down what I need,” “I know someone who said they used a Will...more

Understanding the Tax Consequences of Inheriting a Roth IRA

Chambliss, Bahner & Stophel, P.C. on 9/19/2016

Passing down a Roth IRA can seem like a good idea, but it doesn't always make the most sense. Before converting a traditional IRA into a Roth IRA to benefit your heirs, you should consider the tax consequences. ...more

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