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IRS Grants Taxpayers Two-Year Window to File Portability Election

USA - July 11 2017 In a long-awaited move, the IRS announced recently that taxpayers will now have at least two years to file an estate tax return to elect portability…

Projected Inflation-Adjusted Estate, Gift and GST Tax Exclusion Amounts for 2017 Now Available

USA - September 22 2016 Based on the Consumer Price Index for the 12-month period ending August 31, 2016, Thompson Reuters Checkpoint has released their projected…

Stephanie L. Moll.

Your Estate Planning New Year’s Resolution Checklist

USA - December 25 2015 If you are like most people, you are probably thinking that reading legal documents does not sound like an even remotely enjoyable way to start a New…

Doug Stanley.

Your estate planning New Year’s resolution checklist

USA - December 30 2014 Need a New Year's resolutions to kick start 2015? Here is an idea you probably hadn't considered: review your estate planning documents. If you are…

Doug Stanley.

Casey Kasem: the countdown (of estate planning lessons) rolls on

USA - August 11 2014 More than a month after his death at age 82, Casey Kasem's body still has not been buried and now is missing from the Washington state funeral home…

Doug Stanley.