Blog Posts
Case Study Exercise #1: Wealthy Retired Widow
May 5, 2021
Review this hypothetical case study for a wealthy retired widow and estate planning proposal from Thomas D. Glascock.
Planning for Potential Future Tax Policy Changes
April 7, 2021
Here are 12 of the proposed tax changes from President Biden, and how they may affect your tax plan and/or estate plan.
What is an Internal Revenue Code Section 303 Stock Redemption? (Part 2)
March 17, 2021
Learn more about IRC Section 303 stock redemption qualification requirements and relation to previous estate tax laws.
What is an Internal Revenue Code Section 303 Stock Redemption? (Part 1)
March 3, 2021
Here is some information you need to know about Internal Revenue Code Section 303 stock redemptions.
Calculating Your Adjusted Gross Income (AGI)
February 17, 2021
Understanding your adjusted gross income (AGI) can help you with annual tax planning and long-term estate tax planning. Learn more…
Common Challenges with Mental Disability Planning
February 3, 2021
When developing your estate plan, you have to consider for mental disability planning if something does happen to you. Here’s what you need to know.
