As Congress continues to negotiate the Build Back Better Act (BBBA) and changes to estate and gift tax provisions are being considered, many Americans are…
It’s the perfect time of year to review your estate plan to make sure it is up-to-date. LaPorte tax directors Jennifer Bordes and Jonathan Wasielewski…
In our last social security blog, we covered the impact of your age at retirement on your benefits. Among the many factors that you…
Making personal decisions about when you begin collecting Social Security benefits is full of what-ifs, many of which won’t be known until long after your…
Our hearts go out to all of you affected by Hurricane Harvey and its aftermath. As a Gulf Coast company with offices in Houston and…
On April 26, 2017, the Trump administration presented an outline of the president’s proposed broad goals of tax reform and his ideas on how those…
In August, the Internal Revenue Service (IRS) issued proposed regulations that will have a substantial effect on estate planning techniques often utilized by family-controlled entities.…
Carefully executed estate planning also allows you to maximize the value of the inheritance you leave to your beneficiaries.
While many think estate planning is only for the elderly or rich, estate planning allows everyone to protect their family’s financial security and ensure their…
The U.S. Supreme Court ruled 5-4 on Friday, June 26, 2015, that it is legal for all Americans, no matter their gender or sexual orientation,…