Federal Tax Exemption for 2016: $5.45 Million
January 1, 2016. Here are the estate-planning-related tax numbers for 2016.
California Adopts Transfer-on-Death Deeds
January 1, 2016. You can now keep your California real estate out of probate using a transfer-on-death deed.
Kentucky Allows Funeral Services Declaration
July 15, 2016. Kentucky residents may now make a "funeral planning declaration" appointing someone to carry out funeral wishes and plans.
Federal Estate Tax Exemption for 2017: $5.49 Million
January 1, 2017. Here are some estate-planning-related tax numbers for 2017.
Ohio Extends the UTMA Up To Age 25.
April 6, 2017. Ohio residents can now choose to end an UTMA at an age between 18 and 25.