Estate & Wealth Transfer Planning Insights

Life insurance still plays an important role in estate planning | estate planning cpa in baltimore md | Weyrich, Cronin & Sorra

Estate & Wealth Transfer Planning

Life insurance still plays an important role in estate planning

Because the federal gift and estate tax exemption amount currently is $12.06 million, fewer people need life insurance to provide their families…
Don’t forget income taxes when planning your estate | estate planning cpa in elkton md | Weyrich, Cronin & Sorra

Estate & Wealth Transfer Planning

Don’t forget income taxes when planning your estate

As a result of the current estate tax exemption amount ($12.06 million in 2022), many estates no longer need to be concerned with federal estate…
When should you turn down an inheritance? | estate planning cpa in washington dc | Weyrich, Cronin & Sorra

Estate & Wealth Transfer Planning

When should you turn down an inheritance?

“Thanks, but no thanks.” If you expect to receive an inheritance from a family member, you might want to use a qualified disclaimer to refuse…
Your estate plan: Don’t forget about income tax planning | estate planning cpa in harford county md | Weyrich, Cronin & Sorra

Estate & Wealth Transfer Planning

Your estate plan: Don’t forget about income tax planning

As a result of the current estate tax exemption amount ($12.06 million in 2022), many people no longer need to be concerned with federal estate…
Are you and your spouse considering “splitting” gifts? | estate planning cpa in elkton md | Weyrich Cronin & Sorra

Estate & Wealth Transfer Planning

Are you and your spouse considering “splitting” gifts?

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.…
Opening up to SLAT opportunities | estate planning cpa in alexandria va | Weyrich, Cronin & Sorra

Estate & Wealth Transfer Planning

Opening up to SLAT opportunities

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

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