Do I Have To Pay Taxes During Retirement?

Benjamin LongBenefits, Estate Tax, Income Tax, Retirement

Understanding Taxes During Retirement “Some retirees may be surprised to learn that a portion of their Social Security benefits could be subject to federal income …

Take Advantage of Tax Laws Now

Benjamin LongEstate Planning Attorney, Estate Tax, Exemption, Trusts

Utilize Current Tax Laws Before Potential Changes “If you like the way the laws are today, you need to take advantage of them now, before …

Understanding GRATs in Estate Planning

Benjamin LongEstate Planning Attorney, Estate Tax, Gift Tax

Grantor Retained Annuity Trusts (GRATs) in Estate Planning “Simultaneously, T&E practitioners are well aware of the primary risk posed by a GRAT; namely, the mortality …

Relocating for Retirement, Family or Taxes

Benjamin LongEstate Planning Attorney, Estate Tax, Exemption, Heirs, Inheritance

The Impact of Location on Wealth Transfer “Does your ability to pass on your wealth to your heirs depend on where you live … and …