Category Archives: Estate Planning

Gifting – Don’t Scrooge Yourself

bonus tax planning

Tis the season to think of ways to help and put a smile on your loved one’s faces.  If you are thinking of giving a substantial monetary gift, you should know the tax implications beforehand.

Form 709, United States Gift … Read More

2018 Estate and Gift Tax Exclusion Limits Set to Increase

bonus tax planning

Beginning in 2018, the lifetime estate and gift tax exclusion (which is indexed for inflation) are projected to rise to $5,600,000 from $5.49 Million during 2017. This is the limit on tax-free transfers during life or at death. This means … Read More

Estate Administration: Seven Kingdoms Edition Episode Three

Tywin Lannister used an estate planning strategy that brought his sons, Jamie and Tyrion, back together in Casterly Rock. What happened during the administration of the estate to reunite the two estranged brothers?

Estate Planning: Seven Kingdoms Edition – Episode Two

In the last episode, we learned how many of our favorite characters in Game of Thrones would have benefited from estate planning. Now we continue the story after the death of King Robert Baratheon.

Eddard “Ned” Stark

Just before … Read More

Estate Planning: Seven Kingdoms Edition – Episode One

Any die-hard fan of the Game of Thrones has almost certainly come to realize, death is inescapable.  Even the story’s most beloved characters have met their demise, many leaving only a lifetime of suffering and misery to their families.  Imagine … Read More

Is it time to review your estate plan?

Why You Should Review Your Estate Plan
By Horizon Advisors | September 7, 2016 | Horizon Commentary, News
When was the last time you thought about your estate plan? If it has been more than a few years, it may … Read More


The IRS has announced on its website that certain affected taxpayers have until November 2, 2015 to file most tax returns (including individual, estate, trust, partnership, C corporation, and S corporation income tax returns; estate, gift, and generation-skipping transfer tax … Read More

The tax benefits of hiring your kids

Maddox Thomson Cookies

Children are a blessing, but how quickly they grow up. From that sweet, tiny face that would run to meet you at the door, to the teen that might give you a quick hello before heading back into their room.  … Read More

12 Tax Tips and a Happy New Year

While end-of-year finances and tax tips aren’t nearly as entertaining to review as Houston Chronicle’s recent EOY article Houston’s 50 Most Fascinating People of 2014, they’re still worth a peek to make sure your numbers ring in a Happy … Read More

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