Mar 29 Mar 29 Apply for a waiver if you’ve missed the 60-day IRA rollover deadline CGO More: Estate Planning
Feb 15 Feb 15 Follow IRS rules to ensure you receive your charitable tax deductions CGO More: Estate Planning
Feb 1 Feb 1 If you made gifts last year, you may (or may not) need to file a gift tax return CGO More: Estate Planning
Jan 25 Jan 25 Life insurance can be a powerful estate planning tool for nontaxable estates CGO More: Estate Planning
Jan 11 Jan 11 Tax Cuts and Jobs Act expands appeal of 529 plans in estate planning CGO More: Estate Planning
Jan 4 Jan 4 Preserve wealth for yourself and your heirs using asset protection strategies CGO More: Estate Planning
Dec 28 Dec 28 Tax Cuts and Jobs Act: Key provisions affecting estate planning CGO More: Estate Planning
Dec 21 Dec 21 Properly planning for incapacity requires specific estate planning strategies CGO More: Estate Planning
Dec 14 Dec 14 Appointing the right trustee for your living trust provides peace of mind CGO More: Estate Planning
Nov 16 Nov 16 Make the holidays bright for you and your loved ones with annual exclusion gifts CGO More: Estate Planning