Conservation easements are under IRS scrutiny
For many years, conservation easements have been a powerful estate planning tool that enable taxpayers to receive income and estate tax benefits while continuing to
Maintain your competitive edge and stay up-to-date on current industry topics with Templeton & Company’s thought provoking blog articles.
For many years, conservation easements have been a powerful estate planning tool that enable taxpayers to receive income and estate tax benefits while continuing to
One of the most effective ways to provide for your children in your estate plan is to set up trusts for them. Trusts offer many
A living will could provide peace of mind for both you and your family should the unthinkable occur. Yet many people neglect to draft this
Irrevocable trusts can allow for the smooth, tax-advantaged transfer of wealth to family members. But there’s a drawback: When you set up an irrevocable trust,
Few things can derail your estate plan as quickly as unanticipated long-term care (LTC) expenses. Most people will need some form of LTC — such
West Palm Beach, Fla., – June 1, 2015 – Maria Alejandra Arnold (Ale’) joins T&C Family Office Group as Principal, Private Wealth Strategist. Ale’ brings
The following is a summary of the most important tax developments that have occurred in the past three months that may affect you, your family,
High-income taxpayers will be hit with two big tax hikes under the recently enacted health overhaul legislation: a tax increase on wages and a new
The 2012 American Taxpayer Relief Act, signed into law on Jan. 2, 2013 by President Obama, is a sweeping tax package that addresses the permanent
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