In this podcast, Chris Madrid from our Family Wealth and Individual Tax Planning Group discusses wills – how to avoid family disputes over a will and a few steps you can take now:
Read the Protect Your Will from Legal Challenges article.
In this podcast, Angel Nevis and Anu Joshi from our Family Wealth and Individual Tax Planning Group discuss the various options and factors to consider when selecting who will inherit your IRA. You may choose one, or some combination of, the following:
Read the Who Will Inherit Your IRA? article.
In this podcast, Chris Madrid from our Family Wealth and Individual Tax Planning Group discusses important modifications the Tax Cuts and Jobs Act made to the income taxation of trusts and estates for 2018 and beyond.
Read the Beware of the New Tax Law’s Impact on Trust and Estate Income article.
In this podcast, Anu Joshi from our Family Wealth and Individual Tax Planning Group discusses the top 5 non-tax related reasons you need an estate plan, from dividing your wealth to protecting your well-being.
Read the Top 5 Non-Tax Reasons to Have an Estate Plan article.
In this podcast, Chris Madrid from our Family Wealth and Individual Tax Planning Group discusses the recently released draft of the new Form 1040 and the changes taxpayer’s should look out for.
Read The New Form 1040 – Navigating the Postcard/ article.
In this podcast, Julie Malekhedayat from our Family Wealth and Individual Tax Planning Group discusses:
Read the Estate Planning Pitfall – You Haven’t Transferred Ownership of a Life Insurance Policy to a Trust article.
In this podcast, Julie Malekhedayat and Chris Madrid from our Family Wealth and Individual Tax Planning Group discuss:
Read the For Better or Worse? Individual Taxes Under the New Tax Reform Act article.
I have a will and a trust agreement in place, is that all I have to do?
In this podcast, Anu Joshi and Julie Malekhedayat from our Family Wealth and Individual Tax Planning Group discuss:
Read the Titling of an Asset Affects Transfer After Death article.
The season of giving is almost upon us, but will generosity to friends and family trigger a gift tax return filing requirement?
In this podcast, Jacqueline Phan and Julie Malekhedayat from our Family Wealth and Individual Tax Planning Group discuss:
Read the 2017 Gifting and Gift Tax Returns article.
