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2 Strategies for Increasing Flexibility in Estate Plans
By now, you’ve likely read about the current gift and estate tax exemptions and rates and the opportunities provided by them. If not, read CRI’s full website article detailing why the current estate...
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Long-term Care Insurance Basics
Unless you’re at a hip-hop concert or a mall, you’ll probably see more senior citizens than teenagers. To prove the point, the National Association of Insurance Commissioners (NAIC) states that the...
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Same-Sex Married Couples Should Chart a New Course for Tax and Estate Planning
In a recent revenue ruling, the IRS clarified that for all federal tax purposes, a same-sex couple’s marital status is determined by the laws of the state where they got married — not the state where...
View ArticleProper Estate Planning and Implementation
Passing along wealth to the next generation requires thoughtful planning to avoid tax penalties. Watch as Gina Rall and Ron Mills discuss the components you need to have in place to implement a proper...
View ArticleSuccessfully Intersecting Business Valuation with Estate and Gift Taxes
Running a business has its challenges – from accounting responsibilities to staffing and seemingly everything in between. It’s easy for business owners to focus most of their attention on running the...
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