Case Study Exercise #3: Married Couple and Parents of Two
In this final case study exercise, we review the estate planning strategy for a successful married couple with two children.
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.
Planning for Potential Future Tax Policy Changes
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)
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)
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.
New PPP Loan Funding Opportunities in 2021
News and information regarding the updated PPP Loan (Paycheck Protection Program) business relief funding options in 2021.
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.
