Case Study Exercise #2: Divorced Mother of Two
Another hypothetical case study from Thomas D. Glascock, reviewing the estate planning case for a divorced mother of two.
Case Study Exercise #1: Wealthy Retired Widow
Review this hypothetical case study for a wealthy retired widow and estate planning proposal from Thomas D. Glascock.
What is an Internal Revenue Code Section 303 Stock Redemption? (Part 1)
Here is some information you need to know about Internal Revenue Code Section 303 stock redemptions.
Calculating Your Adjusted Gross Income (AGI)
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
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.
What is Your Gross Estate?
It is important to understand what constitutes your Gross Estate when developing your estate plan. Here is what you need to know.
How to Take Advantage of Non-Taxable Gifts
Before the year comes to an end, you may want to include non-taxable gifts as part of your estate plan to distribute your wealth in a tax-free environment.
What You Need to Know About the Federal Estate Tax
Thomas D. Glascock breaks down the past, present and future of the Federal Estate Tax and New York estate tax laws.
What is a Trust?
Learn more about different types of legal trusts and how to create your trust as part of your estate plan.
6 Tips for an Effective Estate Plan
Estate planning is so much more than just planning for your death. Here are 6 tips for a better estate plan.
