| Estate Planning Publications (3)

Estate Planning Publications (3)

breathing new life into a trust

Breathe New Life Into a Trust by Decanting It

May 11, 2023 •HoganTaylor

moving your trust to another state

Should You Move Your Trust to Another State?

April 11, 2023 •HoganTaylor

generation skipping transfer tax

Plan Carefully to Avoid GST Tax Surprises

April 11, 2023 •HoganTaylor

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

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