Exceptional estate planning solutions for individuals, families, professionals and
small business owners
Sound Estate Planning, PLLC
Exceptional estate planning solutions for individuals, families, professionals and
small business owners
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Latest Articles
What’s Hot in Estate Planning Right Now May Surprise You
Estate planning has truly evolved over the past 20 years. Gone is the uncertainty about federal estate taxes and the absolute requirement for married couples to use complex trusts to minimize these taxes. But also gone is planning for the “traditional” family. In...
2016 Estate and Gift Tax Predictions
Under current law the federal estate tax, gift tax, and generation-skipping transfer tax exemptions have become unified and are indexed for inflation on an annual basis. Since 2011, the exemption and tax rate have changed as follows: Year Exemption Tax Rate...
National Estate Planning Awareness Week
Did You Know We Just Ended the 2015 National Estate Planning Awareness Week? In 2008 the National Association of Estate Planners & Councils (NAEPC), in conjunction with Rep. Mike Thompson (D-CA) and 49 of his colleagues, helped pass a law which declared the third...
Estate and Distribution Planning For Retirement Benefits: A Planner’s Guide
Threshold Question. Whether life expectancy payout for issue is a desirable goal. If not, then payout is within 5 years, if before RBD (or if after RBD, then over participant’s life expectancy). If Life Expectancy Payout for Issue Is a Desirable Goal. Separate into...
Limited Liability: The Benefit of Conducting Business Operations as an LLC (Over Partnerships and Sole Proprietorships)
Sole proprietorships and partnerships can be simple forms of conducting business. The owners make all of the decisions relating to the business and are taxed on business income and loss as individuals, with no taxation at the entity level, as is the case with...
