Do you make regular charitable gifts to your church, synagogue, or other worthy cause? Are you over the age of 70 ½ and taking minimum required distributions (MRDs) from your IRA? Do you have sufficient income from sources other than your IRA to meet your living...
Frequently Asked Questions – Estate Planning
Answers from Paul Kellogg – Cincinnati Trust & Estate Attorney WHAT IS PROBATE? Historically, probate was the judicial process where a judge would determine if a will was valid or not. Nowadays, the term probate is used to describe administering an estate, the...
Exemption From Estate Taxes Continues To Rise
The federal estate tax exemption, along with many tax threshold amounts and tax brackets are inflation-adjusted. The official inflation adjustments for 2017 will not be released by the Treasury Department until late 2016, but the expected adjustments have been...
