The Solution to Estate Tax Planning Fatigue
Episode 165 – Life insurance can be used to avoid estate tax planning fatigue caused by ever-changing tax laws and political environments.
You’ve Been Named the Trustee of an ILIT – Now What?
Episode 164 – Trustees of irrevocable life insurance trusts or ILITs are often family members or friends of the trust creator, who are not familiar with the many duties and responsibilities that the role requires.
Changes to Key Estate Tax Planning Numbers in 2022
Episode 161 – The inability of Congress to reduce by half the $11.7 million estate and gift tax exemption amount in 2021, leaves us with an even higher exemption amount for 2022.
You’ve Been Named the Executor or Administrator of a Last Will and Testament – Now What?
Episode 160 – Agreeing to act as an Executor or Administrator for the estate of a deceased family member or friend is typically an act of love. However, it often requires more work and dedication than anticipated, and can involve personal liability.
Thirteen Celebrity Estate Planning Lessons
Episode 154 – The rich and famous are prone to estate planning mistakes. Today we look at some real world examples, and the lessons we can all learn from all of them.
Build Back Better Tax Proposals – Part 3: Retirement Plans & Corporate Taxes
Episode 146 – The House recently released its tax proposals to fund the $3.5 trillion Build Back Better Act. Many provisions will impact high-income, high-net-worth individuals and small-business owners. We have created a three-part podcast series summarizing these provisions to help you consider how they may affect your financial objectives so you can start preparing for change while there is still an opportunity to do so. In this Part 3 episode, we’ll cover the proposals that affect retirement plans and corporate taxes.