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:
Protect your will from legal challenges
Include your family in discussions of wealth
Discuss a no-contest clause with your attorney
Invite witnesses, such as close friends or business associates
Make sure your beneficiaries can locate and are aware of your will
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:
Your Children, Grandchildren or Other Individuals
Your Favorite Charity
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.
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.
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.
The New Form 1040 – Navigating the Postcard/ article.
In this podcast, Julie Malekhedayat from our Family Wealth and Individual Tax Planning Group discusses:
Life insurance policies and how they work with estate taxes
Would it make sense to remove a life insurance policy out of your taxable estate?
How do life insurance policies interact with estate and income taxes?
How do I know if I’m the owner of a life insurance policy?
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:
The highlights of the changes for individual income taxes
Itemized deductions and their fate under the new law
Alternative minimum tax (AMT)
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:
Why titling is important
Changing the title of assets
Three types of titles in which assets are commonly held
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:
Gift taxes and when you might have to file an annual gift tax return
How gift taxes relate to estate taxes
Annual exclusion changes from 2017 to 2018
2017 Gifting and Gift Tax Returns article.