The Elrod Firm

Tax Considerations

Episode 06:  The Tax Episode

In this episode, Justin and Drew talk about tax issues that often come up when working on an estate plan.  They get into tax issues that people tend to worry about but shouldn’t and tax issues that people should worry about but don’t, touching on estate taxes, gift taxes, capital gains taxes, and taxes relating […]

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What About Death Taxes?

Lindsey, How do I protect my family when I pass away so that all my money won’t go to pay death taxes? – Keisha Keisha, this is actually a very common question. First, there are some taxes you can’t avoid. These are the taxes you would have paid even if you were alive: income taxes. Generally,

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Taxes and Trust

Lindsey, I’m interested in a living trust, but everyone keeps telling me that a trust will make my income taxes go up. Is this true? – John John, the best lawyer answer I can give you is it depends.  It’s true that some trusts can change your tax liability, but it all depends upon the

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Joe Knows?

It was hard for me to believe that one guy could have so many firmly held but outright wrong beliefs as the man who sat before me in my conference room. The clients I work with are usually some of the most interesting and friendly people you’d ever want to meet. Unfortunately, Joe did not fit that description.

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