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Tax Planning & Compliance

Maintain your competitive edge and stay up-to-date on current industry topics with Templeton & Company’s thought provoking blog articles.

Members of the “sandwich generation” face unique estate planning circumstances

Members of the sandwich generation — those who find themselves simultaneously caring for aging parents while supporting their own children — face unique financial and

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Sharing your estate plan’s details with family has pros and cons

When it comes to estate planning, one important decision many people struggle with is whether to share the details of their plans with family members.

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Stepped-up basis rules can ease the income tax bite of an inheritance

With the federal gift and estate tax exemption amount set at $13.99 million for 2025, most people won’t be liable for these taxes. However, capital gains

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Incentive trusts: Use them to pass your wealth and values on to beneficiaries

If your estate planning goals include distributing your wealth while also encouraging specific behaviors or achievements among your heirs, using an incentive trust might be

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What happens if you and your siblings inherit your parents’ home?

When estate planning, it’s common for parents to leave their primary residence or a vacation home to their children. While your parents’ wills or trusts

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It may be in your best interest to file a gift tax return

If you’ve given a significant financial gift to a family member, you may wonder whether you’re required to file a gift tax return. Even if

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Single and child-free? Here’s why estate planning is still crucial

Even if you’re single and have no children, having an estate plan helps ensure your final wishes are clearly documented and respected. Estate planning isn’t

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Do you have the right amount of life insurance coverage?

Life insurance plays a vital role in your estate plan because its proceeds can provide for your family in the event of your untimely death.

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Charitably inclined? Pair a donor-advised fund with your estate plan

Your estate plan is the perfect place to make charitable gifts if you’re a charitably inclined individual. One vehicle to consider using is a donor-advised

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