Estate Planning

2016 Estate Tax Update

Estate Planning, Recent News, Tax, ,

Federal Estate Tax, Gift Tax, and Generation-Skipping Tax (GST) Exemptions For 2016, the federal estate and gift tax exemption is $5,450,000 million per individual.  This is an increase over the 2015 exemption, which was $5,430,000 per person.  This means an individual can shield up to $5.45 million from federal estate and gift tax and a married … Continue reading 2016 Estate Tax Update

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ROTH IRA + IRA TRUST: Tax free growth/income and asset protection for your heirs

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Most clients like the idea of tax-free growth, tax-free income, asset protection, and maintaining some level of control over assets after they are passed to future generations.  Maximizing Roth IRA growth during a client’s lifetime and leaving the Roth IRA to an “IRA Trust” (aka, “Legacy Trust,” “Retirement Account Trust,” etc.) at the client’s death … Continue reading ROTH IRA + IRA TRUST: Tax free growth/income and asset protection for your heirs

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PRESENTATION SUMMARY: “Self-Directed IRAs and other Interesting Retirement Plan Developments”

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[The following blog post is a written summary of my presentation at the 59th Annual Estate Planning Conference in Seattle, WA on October 31, 2014.  It was truly an honor to be asked to speak at such an important event to northwest attorneys, CPAs, and financial professionals]. The overall purpose of my presentation was to … Continue reading PRESENTATION SUMMARY: “Self-Directed IRAs and other Interesting Retirement Plan Developments”

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“Self-Directed IRAs – Top Five Complexities for Estate Planning Attorneys”

Estate Planning, Recent News, Self Directed IRA, , , , ,

I am pleased to announce the publication of my latest article in the WSBA Real Property Probate and Trust Section newsletter. The full article can be found here: Self-directed IRAs – Top Five Complexities for Estate Planning Attorneys – by Warren L Baker – WSBA RPP&T Sec – April 2014. Although the article was directed toward … Continue reading “Self-Directed IRAs – Top Five Complexities for Estate Planning Attorneys”

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