Products tagged with 'tax'

Understand the basics of retirement benefits and relevant tax issues specific to planning with retirement assets in an elder law context.

Do most of your clients have estates worth less than $4M? If so, this program is for you. It covers issues that are more common for those estates unaffected by current tax laws.

Learn how to plan for the risk that the Illinois estate tax might be assessed, even when the risk is a possibility rather than a probability. Consider several applicable estate planning techniques which will help reduce or eliminate the imposition of the Illinois estate tax for couples who have accumulated over $4.0 million of combined assets (including house, retirement benefits, life insurance, etc.). Understand portability under the federal estate tax.

Understand the estate planning techniques and tools that can be used to transition a family owned business or farm to a spouse, children and more remote generations.