Finance Assistance

If you plan to move to a different state, be sure to have your estate plans reviewed by an estate attorney in that state. Changes may be needed. For example, laws governing state income taxes and state inheritance taxes differ from state to state. Some states require you to name an executor who is a [...]

The alternative minimum tax (AMT) was created in 1969 to ensure that wealthy Americans could not deduct their way out of paying taxes. But the AMT was never indexed for inflation—so millions of families now are being hit by the tax formula, which calculates a higher tax due than the standard calculation, just living in [...]