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Showing 2 posts tagged Death of a loved one.

Don’t Delay—Proposed Changes to Estate Tax Law Aim to Eliminate Step-Up in Basis

By Ivan J. Schell on August 23, 2021
Posted In Estate Planning, Taxation, Wills and Trusts

If you’ve been waiting for the “right time” to start planning your estate, don’t wait any longer—the right time may be in the rearview before you know it. With a new administration in the White House, tax reform is on the agenda in Washington, and the proposed changes would have a major effect on many estates, especially for high-net-worth individuals. More >

Tags: assets, business succession planning, Capital Gains tax liability, charitable giving, Congress, Death of a loved one, documentation, estate planning, estate tax, Family-owned business, federal tax, financial assets, GRATs, inherited assets, step-up, tax, tax basis, tax planning, tax reform, trusts, wills, wills/last testaments

Steps to Take After the Death of a Loved One

July 10, 2019
Posted In Estate Planning, Wills and Trusts

The loss of a loved one is an emotional and often overwhelming situation. The steps below provide a guide to handling the estate of the deceased individual. More >

Tags: Death of a loved one, estate planning, estate tax, Funeral Director
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