June 23, 2021 •
Estate Planning ![]()
Right now, gifts to trusts can take advantage of high tax exemptions and remove future appreciation of assets from taxable estates. One example available to spouses is making a gift to a trust that allows for a qualified terminable interest property (QTIP) election.
Read MoreJune 1, 2021 •
Estate Planning ![]()
These spousal trusts are garnering attention as estate and gift tax exemptions are poised for overhaul.
Read MoreMay 17, 2021 •
Estate Planning 
The estate tax exemption raised by the Tax Cuts and Jobs Act will sunset in five years—possibly sooner, as the new Congress gears up for a Biden tax overhaul.
Read MoreJanuary 29, 2021 •
Estate Planning ![]()
Early in 2021, you should communicate with your advisers and review several items about your 2020 planning, if that planning is to have any likelihood of succeeding.
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