Publications for Anna K. Gibson

Federal estate tax is imposed on virtually all assets in which a decedent has any interest, including life insurance proceeds, after the assets exceed an exemption amount.

Even the most well-laid plans can go awry. Once your estate plan is in place, avoid these common pitfalls.

Beginning in year 2010, for the first time, an individual with adjusted gross income greater that $100,000 may convert a traditional IRA to a Roth IRA.

The number of creditor lawsuits, foreclosures, and bankruptcies are exponentially increasing.

The 2009 year brought increases in both the federal estate tax exclusion amount and the annual gift tax exclusion amount.