Date: June 2017

3 posts in June 2017

Future of the Federal Estate Tax

June 29, 2017
estate planning

While no one can predict the future, the possibility of tax reform is once again in the spotlight. If it occurs, it may very well include repeal of the federal estate tax and related changes to the federal gift tax, the federal generation-skipping transfer (GST) tax, and the federal income tax basis rules. History of…

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What Is a Pet Trust?

June 29, 2017
dog

A pet trust is an arrangement to provide for the care and financial support of your pet(s) upon your disability or death. You fund the trust with property or cash that can be used to provide for your pet based on your instructions in the trust document. Your pet trust should name a trustee who…

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Quiz: How Much Do You Know About Social Security Retirement Benefits?

June 29, 2017
social security

Social Security is an important source of retirement income for millions of Americans, but how much do you know about this program? Test your knowledge, and learn more about your retirement benefits, by answering the following questions. Questions Do you have to be retired to collect Social Security retirement benefits? a. Yes b. No How…

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