Episode 211 – Most, if not all of us, own several forms of digital assets in the form of online accounts. These assets must be included in your estate plan. Failure to do so may result in the loss of financial value or sentimental and legacy value.
Episode 202 – IRS extends the deadline to file for portability of the estate tax exemption amount after the first spouse’s death.
Episode 195 – Estate and gift taxes are financial considerations only for the wealthy, right? Maybe, maybe not! It depends!
Episode 192 – On August 16, 2022, President Joe Biden signed into law the Inflation Reduction Act of 2022 to expand affordable healthcare and combat climate change. It did not materially impact income and estate tax planning.
Episode 190 – Regardless of what you want to do with your wealth, such as leaving it to family, charity, government, or spending it all, you will need to plan for your intended outcome. Doing nothing is not going to work.
Episode 170 – Fair vs equal. Leaving your estate in equal shares to each of your children may not necessarily be the most beneficial or effective for your children.