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Estate Tax Planning

Spouse’s Estate Can be Reopened when Couple Shares Exclusion

October 24, 2017

Most taxpayers would breathe a sigh of relief when getting an IRS letter stating that their spouse’s estate tax return had been accepted as filed. However, a recent Tax Court case has made it clear that the earlier estate return... Read More

Estate Planning Technique – Trusts (Part 2)

May 18, 2017

In the first part of our Estate Planning Series we discussed common mistakes that clients make when planning their estate. In this post, we will look into one of the best techniques to help you meet your estate planning goals, Trusts.... Read More

Common Estate Planning Mistakes (Part 1)

May 18, 2017

Frazier & Deeter was recently recognized in an edition of “Estate Planning Experts” by Shane Smith, Esq. where the Head of the Tax Department, Terri Lawson, was asked to share her views on common mistakes she sees clients making when... Read More

Estate Planning Technique – Trusts (Part 2)

May 17, 2017

In the first part of our Estate Planning Series we discussed common mistakes that clients make when planning their estate. In this post, we will look into one of the best techniques to help you meet your estate planning goals, Trusts.... Read More