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Does Your Estate Plan Include a Formula Funding Clause?


The gift and estate tax exemption is higher than it’s ever been, thanks to the Tax Cuts and Jobs Act (TCJA), which temporarily doubled the exemption to an inflation-adjusted $10 million ($20 million for married couples who design their estate plans properly). This year, the exemption amount is $11.4 million ($22.8 million for married couples). If you’re married and

Auto-Related Workers Comp Claims on the Rise


The percentage of vehicle-related workers compensation claims are increasing, both in count and in percent of total claims, according to data from AF Group. The total percent of claims in 2017 was 3.50 percent, compared with 1.95 percent in 2007. The percent of total claims incurred in 2017 was 7.94 percent, compared with 5.14 percent

If Art Donations are Part of Your Estate Plan, Consider These Four Tips


Charitable giving is a key part of estate planning for many people. If you have a collection of valuable art and are charitably minded, consider donating one or more pieces to receive tax deductions. Generally, it’s advantageous to donate appreciated property to avoid capital gains taxes. Because the top federal capital gains rate for art