| Estate Planning Publications

Estate Planning Publications

gift tax return

To File or Not to File a Gift Tax Return, That is the Question

March 9, 2023 •HoganTaylor

lifetime gifts or bequests

Lifetime Gifts or Bequests: Answering the Deceptively Complex Question

February 10, 2023 •HoganTaylor

financial planning with a disabled loved one

Estate Planning Options for Families with Disabled Loved Ones

January 19, 2023 •HoganTaylor

gift tax exclusion

Annual Gift Tax Exclusion Amount Increases For 2023

December 7, 2022 •HoganTaylor

Tax Return

Should You File a Joint Tax Return for the Year of Your Spouse’s Death?

November 29, 2022 •HoganTaylor

Charitable Donations

Deducting a Trust’s Charitable Donations

October 11, 2022 •HoganTaylor

GST tax

The GST Tax and Your Estate Plan: What You Need to Know

September 28, 2022 •HoganTaylor

Portability Election

Estates Now Have an Additional Three Years to File for a Portability Election

August 31, 2022 •HoganTaylor

Estate Planning and Business Succession Planning: The Lines Blur with a Family Business

July 27, 2022 •HoganTaylor

Inheritance

When Should You Turn Down an Inheritance?

July 27, 2022 •HoganTaylor

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