» Estate Tax Planning

How Does the New Tax Cut and Jobs Act Affect You?

January 11th, 2018
The new Tax Cut and Jobs Act, which makes broad changes to the income and estate tax codes, will have a significant impact on many taxpayers.  Because it is so new and so complex, it will be some time before tax professionals fully understand those… Read More
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Categories: 529 Plans, ABLE accounts, Deductible Home Equity Loan Interest, Deductible Medical Expenses, Estate Tax Planning, Income Tax Planning, Tax Cuts and Jobs Act

The Estate of Prince – Valuation is Tricky - (Part 2)

April 4th, 2017
    The Estate of Prince – Valuation is Tricky (Part 2) Last week we discussed how Prince died without a Will and several problems that that is causing in the process of estate settlement.  This week we consider another aspect of Princeâ… Read More
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Categories: Estate Planning, Estate Settlement, Estate Tax Planning, General Interest

The Estate of Prince - a Royal Mess - (Part 1)

March 29th, 2017
  The Estate of Prince – a Royal Mess (Part 1) Everybody knows you should have a Will.  Although we caution our clients that having a Will alone will leave many important planning issues unaddressed, not having a Will creates a number of prob… Read More
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Categories: Estate Administration, Estate Planning, Estate Tax Planning

THE NEW FOCUS OF ESTATE PLANNING RIGHT NOW IS INCOME TAXES

December 18th, 2015
Over the last two decades, changes in the estate tax laws have caused a great shift in the focus of estate planning.  At one time, the primary issue was avoiding a 55% estate tax rate on a relatively modest level of assets.  For example, in 1995 th… Read More
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Categories: Blog, Capital Gains Tax, Estate Exclusion, Estate Planning, Estate Tax Planning, Income Tax Planning, Irrevocable Trust, Portability Election

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    Had we known how painless he would make the process, we would never have procrastinated. My husband and I engaged Hank Weatherby’s services last year to help us plan for our children and grandchildren. As this is my second marriage and the thir… Read More
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