In this podcast, Julie Malekhedayat from our Family Wealth and Individual Tax Planning Group discusses:
Life insurance policies and how they work with estate taxes
Would it make sense to remove a life insurance policy out of your taxable estate?
How do life insurance policies interact with estate and income taxes?
How do I know if I’m the owner of a life insurance policy?
In this podcast, Julie Malekhedayat and Chris Madrid from our Family Wealth and Individual Tax Planning Group discuss:
The highlights of the changes for individual income taxes
Itemized deductions and their fate under the new law
Alternative minimum tax (AMT)
I have a will and a trust agreement in place, is that all I have to do?
In this podcast, Anu Joshi and Julie Malekhedayat from our Family Wealth and Individual Tax Planning Group discuss:
Why titling is important
Changing the title of assets
Three types of titles in which assets are commonly held
The season of giving is almost upon us, but will generosity to friends and family trigger a gift tax return filing requirement?
In this podcast, Jacqueline Phan and Julie Malekhedayat from our Family Wealth and Individual Tax Planning Group discuss:
Gift taxes and when you might have to file an annual gift tax return
How gift taxes relate to estate taxes
Annual exclusion changes from 2017 to 2018