Estate valuation

Estates and Basis Consistency Rules

When it comes to tax law changes and estate planning, the substantial increases to the gift and estate tax exemptions under the Tax Cuts and Jobs Act are getting the most attention these days. But a tax law change enacted in 2015 also warrants your attention. That change generally prohibits

2021-04-12T14:56:21-06:00July 31st, 2018|

Getting Started on Your Estate Plan: Inventory and Value Assets; Estimate Tax Liability

If you’ve decided it’s time to create your estate plan, congratulations! A good place to begin is to work with us to determine what your estate is worth and whether you need to worry about estate taxes. What is your estate worth? First list all of your assets and their

2021-04-12T14:58:21-06:00January 12th, 2017|
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