How to Ensure Life Insurance Isn’t Part of Your Taxable Estate Jennifer McGheeMay 3, 2021life insurance, estate tax, taxable estate, incidents of ownership, irrevocable life insurance trust, life insurance trustComment
Reduce Gift and Estate Tax Exposure by Making Direct Payments of Tuition and Medical Expenses Jennifer McGheeJanuary 21, 2021estate tax, gift tax, exclusion gift, annual exclusionComment
Don’t Forget About Making a Portability Election Jennifer McGheeNovember 9, 2020portability, estate tax, estate tax returnComment
Why It’s Important to Plan for Income Taxes as Part of Your Estate Plan Jennifer McGheeOctober 5, 2020estate plan, estate tax, gift tax, portability, estate exclusion, valuation discountComment
