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08
JUN
2021
Tax planning is still important after you retire. Here are some of the tax implications of retirement.

Retiring soon? 4 tax issues you may face

Tax planning is still important after you retire. Here are some of the tax implications of retirement.
30
MAR
2021
Life insurance benefits can help loved ones after your death. But you may want to keep proceeds from a policy out of your taxable estate. Here are some considerations.

How to ensure life insurance isn’t part of your taxable estate

Life insurance benefits can help loved ones after your death. But you may want to keep proceeds from a policy out of your taxable estate. Here are some considerations.
02
DEC
2020
Family business owners must weave together succession and estate planning

Family business owners must weave together succession and estate planning

Family-owned businesses face distinctive challenges in today’s uncertain economy. One example is how to best integrate your succession plan with your estate plan.
29
SEP
2020
Why it’s important to plan for income taxes as part of your estate plan

Why it’s important to plan for income taxes as part of your estate plan

With the federal estate tax exemption so large, you may not be worried about estate taxes anymore. But it’s a good time to focus on saving income taxes for your heirs.
21
JUL
2020
Take advantage of a “stepped-up basis” when you inherit property

Take advantage of a “stepped-up basis” when you inherit property

If you’ve inherited assets or you’re planning your estate, it’s crucial to understand the fair market value basis rules (also known as the “step-up and step-down” rules). That way, you won’t pay more tax than you’re legally required to.
17
MAR
2020
INDIVIDUAL TAX BRIEF FOR MARCH 17

Why you should keep life insurance out of your estate

You bought life insurance to protect your family or other beneficiaries. Here’s how to avoid having the benefits be subject to federal estate tax.