2022 Estate & Wealth Transfer Planning Insights

Topics

Gift splitting can be a valuable estate planning tool, allowing you and your spouse to maximize the amount of wealth you can transfer tax-free.…

Estate tax planning can become complicated when multiple parties are involved. For example, you may be concerned about providing assets to a…

The unified gift and estate tax exemption is set at an inflation-adjusted $12.06 million for 2022, up from $11.7 million for 2021. This means…

Precise language is critical in wills, trusts and other estate planning documents. A lack of clarity may be an invitation to litigation. An example…

Once a relatively obscure concept, “income in respect of a decedent” (IRD) may create a surprising tax bill for those who inherit certain…

Inattention to beneficiary designations and jointly titled assets can quickly unravel your estate plan. Suppose, for example, that your will…

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