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Tag Archives: IRS

How to Give a Tax-Free Gift in 2018 and beyond

5 Ways to Give a Tax-Free Gift in 2018 (and Beyond)

By Andre O. McDonald |

As 2017 winds to a close, Congress is on the verge of passing the most significant overhaul to the Internal Revenue Code in a generation. While this may be the season for giving, one thing is for certain: no one wants to give to the IRS. Federal tax law provides taxpayers many opportunities to… Read More »

what to do after the death of a spouse

What to Do After the Death of a Spouse

By Andre O. McDonald |

When a spouse passes away, thinking about “the estate” might be the last thing on your mind. And while it’s necessary to give yourself ample time to process the loss of a love one, it’s also imperative that you speak with your estate planning attorney so that you know what to do after the… Read More »

How CPTs create tax savings

How a Community Property Trust Could Save You From Heavy Taxation Down the Road

By Andre O. McDonald |

When it comes to your family’s legacy, every dollar you can save from tax collection counts. One way to keep your assets out of the hands of the IRS is the formation of community property trusts. Last week, we discussed why integrating a community property trust (CPT) into your estate plan is a good idea… Read More »

How Community Property Trusts integrate with your estate plan (and save you on taxes, too!)

Integrating a Community Property Trust into Your Estate Planning

By Andre O. McDonald |

A well-crafted estate plan is comprised of many individual parts, and careful, trust-based estate planning is the best way to preserve your family’s legacy for you and your loved ones. One way couples can get the most mileage out of their estate plans is through community property trusts. This is a special type of… Read More »

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