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Tax Changes Impact on the Life Settlement Industry
The tax changes enacted by Congress at the close of 2017 were sweeping and affected nearly every area of taxation for U.S. Persons. This tax ...
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Castro & Co.
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Late Portability Elections Simplified
Most people have heard of the estate and gift tax exemption for purposes of federal estate or gift taxes in the United States. Currently, an ...
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Castro & Co.
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Non-Working Spouse and a Rental Property Create a Tax Planning Opportunity
One issue that comes up quite frequently with our clients is one spouse working and generating more than $200k annually, one spouse serving as the ...
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Castro & Co.
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Shifting Estate Assets through Health and Education
A hot topic of conversation is the rising costs of both health care and tuition. It is nearly impossible to not have some personal experience with ...
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Castro & Co.
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The Shifting Role of Charitable Giving
With the recent changes to the tax code many were concerned that charitable giving might not continue to occupy as prominent a role in the estate ...
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Castro & Co.
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The Biggest Threats to Successful Estate Planning
Failure to plan is planning to fail. However, more pernicious than failing to plan, is having a poor estate plan. The reason for this is obvious, you ...
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Castro & Co.
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Protecting Your Children's Inheritance When You are Divorced
In the wake of a divorce many people’s most valuable assets are their retirements plan and their life insurance policies. Obviously, it is a good idea ...
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Castro & Co.
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Pre-Immigration Tax Planning: Three Common Myths
When the subject of pre-immigration tax planning comes up most people, including many practitioners, will mention their understanding that effective ...
Posted By
Joshua Scott Milam, J.D., LL.M.
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