- Page 3
-
Annual Gift Exclusion to Get Inflation Increase? Next year, that $13,000 limit on gifts is expected to increase to $14,000—an inflation adjustment required by law. The number isn't yet official -
Reporting a Gift or Inheritance from Foreign Sources: The IRS Wants to Know! What about foreign gifts and inheritances? These rules aren’t as well publicized but the stakes are huge. Have you received a gift or inheritance from a loved -
Inheriting a Non-Spousal IRA The rollover into a non-spousal beneficiary's receiving IRA (an IRA set up specifically to receive an inherited retirement plan distribution) must be -
Estate Planning for the Military Family Members of the armed forces about to be deployed have a lot on their minds, but one thing on the checklist needs to be making sure their legal and financial -
Limited Partnerships, General Liability? It is better to never be a general partner if you can avoid it. But if you are going to be a general partner of a limited partnership that is either conducting -
Estate planning challenges with posthumous births More than half a million cryopreserved embryos are now in storage somewhere in the United States. An unknown but far greater number of sperm donors have also
Phone: 949-718-0420