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Learn how Qualified Personal Residence Trusts (QPRTs) can help high-net-worth families reduce estate taxes and leverage increased tax exemptions.
Download our service sheet for information on how Weaver Capital Advisors offers customized wealth management strategies that meet our clients’ goals.
Set up a SIMPLE IRA for your small business before October 1, 2024, to access tax benefits within a retirement plan that attracts employees promotes retention.
Individual taxpayers may want to consider 2024 inflation adjustments for gift exclusions & review their gift and estate plans in light of the changing tax landscape.
As 2023 draws to a close, individuals can take many steps now to manage their current tax liabilities.
The IRS issued proposed regulations that introduce present-value principles to determine the amount deductible by an estate for funeral & other expenses.
An upcoming reduction in the amount of an estate that can be passed on to heirs without paying taxes has many families wondering if they will have a large tax bill upon the death of a loved one. Currently, this tax-free amount, known as the unified credit or exclusion amount, is $12,060,000, but it is set to decline in 2026 to $5 million (adjusted for inflation). Likewise, tax rates will increase in 2026 to 45% from the current top rate of 40%.
Weaver highlights strategies to consider when planning and executing estate and gift tax. Learn why these strategies are optimal for most wealthy estates.