Wednesday, February 7, 2018

What are the Differences Between a Deferred Sales Trust (DST) and a Charitable Remainder Trust (CRT)?

There are perfectly legal ways to defer capital gains tax and reduce your overall tax burden. Those of you who own highly appreciated assets such as homes, businesses, commercial and residential real estate, even high value collectables, are often reluctant to sell that asset because of the capital gains tax and depreciation recapture costs associated […]

The post What are the Differences Between a Deferred Sales Trust (DST) and a Charitable Remainder Trust (CRT)? appeared first on AmeriEstate Legal Plan, Inc..

Tuesday, January 30, 2018

The Practicality of Estate Planning

The Practicality of Estate Planning You work hard to provide for your family, pay for your child's college tuition, and ensure your family lives a good life. Wouldn't you want to make sure that still happens when you're no longer there? A well-thought-out estate plan can help accomplish that goal. Estate planning seems like a […]

The post The Practicality of Estate Planning appeared first on AmeriEstate Legal Plan, Inc..

Retirement Account Catch-Up Contributions Can Add Up

Are you age 50 or older? If so, you can currently make extra “catch-up” contributions to certain types of tax-favored retirement accounts. Over time, these contributions can make a significant difference in your retirement-age wealth. Unfortunately, many people are unaware of this retirement savings bonus. Here's what you need to know to reap the benefits. The […]

The post Retirement Account Catch-Up Contributions Can Add Up appeared first on AmeriEstate Legal Plan, Inc..

Wednesday, January 17, 2018

Tax Reform: Topics of Special Interest for Individuals

– Revamped Repeal of the ACA Penalty for Individuals The Affordable Care Act (ACA) requires individuals to pay a penalty if they aren't covered by a health plan that provides at least minimum essential coverage. That penalty is also known as the “shared responsibility payment.” Unless an exception applies, the penalty is imposed for any […]

The post Tax Reform: Topics of Special Interest for Individuals appeared first on AmeriEstate Legal Plan, Inc..

Wednesday, January 10, 2018

Tax Cut Law: Mostly Good News for Employers and Employees

The most immediate concrete change the Tax Cuts and Jobs Act (TCJA) will bring about for employers is new payroll tax withholding rates. Here's the latest word from the IRS: “We anticipate issuing the initial withholding guidance in January reflecting the new legislation, which would allow taxpayers to begin seeing the benefits of the change […]

The post Tax Cut Law: Mostly Good News for Employers and Employees appeared first on AmeriEstate Legal Plan, Inc..

Is Social Media Activity Putting You or Your Clients at Risk?

Winter can be a busy time for travel. Snowbirds try to escape the cold. Grandparents long to visit loved ones in distant cities. Jetsetters want to ring in the New Year in a memorable locale. Regardless of the season, travel brings photo opportunities that are prime for posting on Facebook, Twitter, Instagram and other social […]

The post Is Social Media Activity Putting You or Your Clients at Risk? appeared first on AmeriEstate Legal Plan, Inc..

Tuesday, January 2, 2018

Landmark Tax Reform Bill Passes

The new tax reform law — commonly referred to as the “Tax Cuts and Jobs Act” (TCJA) — is the most significant tax legislation in decades. Now businesses and individuals are trying to digest the details and evaluate how the changes will impact their tax situation. Fortunately, your tax advisors can help you figure things […]

The post Landmark Tax Reform Bill Passes appeared first on AmeriEstate Legal Plan, Inc..