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Proposed Tax Bills Affect Your Deductions

For many of you, the year 2017 will be the last year you will get income tax savings from making charitable gifts. This newsletter describes a few tax-saving steps that you can take in the year 2017 before the changes take effect in 2018.

Why won’t I be able to get tax savings from my charitable gifts in the future?By way of background,

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Using Retirement Benefits in Your Estate Plan

By Allison E. Evans, Esq.

Most individuals today understand the critical importance of saving for retirement. We were lectured about it by our parents, we stress it to our children, and we discuss it with our employers and financial advisors. Fewer individuals, however, understand the extremely complicated rules and regulations which govern their retirement assets.

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Estate Tax Changes

The tax bill passed recently by Congress and signed into law by President Obama on 17 December 2010 addresses important tax issues for 2010 through 2013. The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 has several important aspects that affect the estates of decedents who died in 2010. The new law also has important provisions that may affect current estate plans. Several key changes and the impact on estate planning are summarized here

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