estate planning

The Benefits of an Estate Plan for Your College-Age Children

Have children around the age of 18? There is one thing you are probably unaware of that could save you thousands of dollars and a headache. Once individuals reach the age of majority—18 in most states—their parents are no longer … read more

How to Select a Trustee

Clients often struggle with the task of selecting an appropriate Trustee for their trust. An excellent article by Charles Redd “The Most Disrespected Decision in Estate Planning” offers some very practical advice. Factors to take into account when selecting a … read more

New Estate Planning Dilemma: Portability or a Credit Shelter Trust

The estate planning landscape radically changed when the Tax Relief Act of 2010 authorized estates of decedents dying after 2010 to elect to transfer any unused exclusion to the surviving spouse and when the act drastically raised the exclusion amount … read more

Don’t Forget Your IRA When Creating Your Estate Plan

The IRA is often overlooked when individuals meet with an attorney for estate planning.  Perhaps this is because the IRA owners fill out the beneficiary designation form themselves and they believe they are capable of completing it on their own.  … read more

For Third Year Law Students Currently Going Through the Interview Process

Are you a third year law student currently going through the interview process for a position after law school?  The interview process can be time consuming, and nerve- wracking at times.  During fall semester when I was finishing up my … read more

Continued Inaction on Estate Tax Poses A Dilemma

The Economic Growth and Tax Relief Reconciliation Act of 2001 (2001 Act) repealed the estate tax and the generation-skipping transfer (GST) tax for estates of individuals dying in 2010.  To comply with budgetary rules, the 2001 Act contained a so-called … read more

Succession Planning and Taxes

Taxes play a part in just about everything we do or considering doing.  Succession planning is no different and there are a multitude of techniques that are used to save taxes and to help one accomplish some of the family’s … read more

So you think that the Estate Taxes will be repealed in 2010

In 2001, as part of the Economic Growth and Tax Relief Reconciliation Act of 2001, Congress repealed the estate and generation skipping transfer tax effective for persons dying in 2010. However, after this one-year repeal the taxes are scheduled to … read more


There is nothing more complex than the world of taxes. We know this and yet we chose careers where we face these issues everyday. We get questions day in and day out about new tax laws, forms and news items and how they affect everyday people and businesses. Well, here at Henry & Horne, LLP we have set out to do what we do best; help everyday people understand what is going on in the world of state, local, federal, estate and international taxation. We will provide these weekly posts and we encourage you to give us feedback on those posts as well as letting us know what else you would like to know more about. Welcome to "Tax Insights." We hope you find this blog informative and worthy of your time.

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