by Lisa Adler | Jan 20, 2019 | Elder Law, Estate Administration, Incapacity Planning, Intestate, Litigation, Trusts, Wills, Wills & Trusts
Is an estate planning tune up on your list of New Years Resolutions? If yes, you’re in good company! Check out this fun “punch list” from Above the Law: Estate Planning Resolutions For 2019: How To Be A Grown-Up In The New Year. This is a great list...
by Lisa Adler | Jan 1, 2019 | Estate Administration, Wills & Trusts
Happy New Year! Now, time to talk taxes! The 2019 tax changes are: The Estate and Gift tax exemption rate is increased (adjusted for inflation) to $11.4 Million per individual in 2019. This is an increase from $11.18 Million per individual in 2018. Planning...
by Lisa Adler | Apr 16, 2018 | Estate Administration, Intestate, Trusts, Wills, Wills & Trusts
Good news for Hoosiers doing their estate tax planning: Indiana does not have an inheritance tax. Indiana previously had an inheritance tax, but it was repealed in 2013. Thus, there is no Indiana Inheritance tax for those who die after December 31, 2012. Indiana is...
by Lisa Adler | Jan 1, 2018 | Estate Administration, Wills & Trusts
Happy New Year! We have some big tax changes. Highlights of the new tax law’s impact on your estate planning: Federal Estate Tax: o The federal estate tax exemption amount has doubled. In 2018, each individual has a $11.2 Million exemption amount. This is double...
by Lisa Adler | Jan 1, 2017 | Wills & Trusts
Happy New Year! Tax updates for the new year: The Federal Estate Tax exemption amount has increased to $5.49 million per person. With portability, this means a married couple can collectively transfer just less than $11 Million ($10.98 Mill to be precise). The...
