The Counselor Blog Todd Hallock 12/21/21 Todd Hallock 12/21/21 New Exemption and Annual Exclusion Amounts for 2022 Read More Todd Hallock 12/9/21 Todd Hallock 12/9/21 Who’s Your Daddy? – For Inheritance Purposes That Is Read More Todd Hallock 11/18/21 Todd Hallock 11/18/21 2021 Year End Planning Strategies Read More Todd Hallock 10/28/21 Todd Hallock 10/28/21 The “New” Business To Do List Read More Todd Hallock 10/7/21 Todd Hallock 10/7/21 Put a Lid On It – Using the Charitable Lid in Your Estate Plan Read More Todd Hallock 9/29/21 Todd Hallock 9/29/21 What is Tax Basis and Why Does It Matter? Read More Todd Hallock 9/16/21 Todd Hallock 9/16/21 Tax Reform Update – Where Are We Now? Read More Todd Hallock 8/26/21 Todd Hallock 8/26/21 Unclaimed Property - More than $1 Trillion in 401K Accounts Are Unclaimed Along with Billions of Dollars in Other Assets Read More Todd Hallock 8/19/21 Todd Hallock 8/19/21 How Much Will My Trustee Get Paid? Read More Todd Hallock 8/5/21 Todd Hallock 8/5/21 Take Advantage of a Great Tax Deduction That Ends This Year Read More Todd Hallock 7/21/21 Todd Hallock 7/21/21 Succession Planning Transfer Strategies – Selling to a Third Party Read More Todd Hallock 7/8/21 Todd Hallock 7/8/21 Potential Tax Law Changes – What Do We Know Now? Read More Todd Hallock 6/16/21 Todd Hallock 6/16/21 Have You Protected Your Assets? - Steps You Can Take Now Read More Todd Hallock 5/19/21 Todd Hallock 5/19/21 Succession Planning Transfer Strategies - Bequests at Death Read More Todd Hallock 5/6/21 Todd Hallock 5/6/21 The Sky is Falling! The Sky is Falling! Panic or Planning in the Face of Tax Law Changes Read More Todd Hallock 4/14/21 Todd Hallock 4/14/21 The Spousal Lifetime Access Trust - Almost Too Good to Be True Read More Todd Hallock 3/25/21 Todd Hallock 3/25/21 Estate Planning with Bitcoin and other Cryptocurrency Read More Todd Hallock 3/17/21 Todd Hallock 3/17/21 Succession Planning Transfer Strategies - Gifting Read More Newer Posts Older Posts
Todd Hallock 12/21/21 Todd Hallock 12/21/21 New Exemption and Annual Exclusion Amounts for 2022 Read More
Todd Hallock 12/9/21 Todd Hallock 12/9/21 Who’s Your Daddy? – For Inheritance Purposes That Is Read More
Todd Hallock 10/7/21 Todd Hallock 10/7/21 Put a Lid On It – Using the Charitable Lid in Your Estate Plan Read More
Todd Hallock 8/26/21 Todd Hallock 8/26/21 Unclaimed Property - More than $1 Trillion in 401K Accounts Are Unclaimed Along with Billions of Dollars in Other Assets Read More
Todd Hallock 8/5/21 Todd Hallock 8/5/21 Take Advantage of a Great Tax Deduction That Ends This Year Read More
Todd Hallock 7/21/21 Todd Hallock 7/21/21 Succession Planning Transfer Strategies – Selling to a Third Party Read More
Todd Hallock 6/16/21 Todd Hallock 6/16/21 Have You Protected Your Assets? - Steps You Can Take Now Read More
Todd Hallock 5/19/21 Todd Hallock 5/19/21 Succession Planning Transfer Strategies - Bequests at Death Read More
Todd Hallock 5/6/21 Todd Hallock 5/6/21 The Sky is Falling! The Sky is Falling! Panic or Planning in the Face of Tax Law Changes Read More
Todd Hallock 4/14/21 Todd Hallock 4/14/21 The Spousal Lifetime Access Trust - Almost Too Good to Be True Read More
Todd Hallock 3/25/21 Todd Hallock 3/25/21 Estate Planning with Bitcoin and other Cryptocurrency Read More
Todd Hallock 3/17/21 Todd Hallock 3/17/21 Succession Planning Transfer Strategies - Gifting Read More