May 31, 2022 •
Estate Planning 
Which tax-free transactions will trigger an estate tax, if the taxpayer dies after the higher exemption amount sunsets?
Read MoreMarch 30, 2022 •
Estate Planning 
Who’s going to inherit on the death of one of the re-marrieds? Will this be the surviving spouse? If so, where will those inherited monies go on the second-to-die’s death?
Read MoreNovember 15, 2021 •
Estate Planning 
If you have not already been inundated with invitations to webinars, articles and newsletters regarding the estate planning you should consider doing before new legislation passes, you undoubtedly will receive these over the next few months.
Read MoreMarch 16, 2021 •
Estate Planning ![]()
If you have been thinking about making large gifts to take advantage of the current $11,700,000 lifetime federal estate tax exemption, you have probably been contemplating a spousal lifetime access trust, commonly known as a SLAT.
Read MoreNovember 6, 2020 •
Estate Planning ![]()
If you have not already been inundated with invitations to webinars, articles and newsletters regarding estate planning, you should consider doing so before the end of the year, since you undoubtedly will receive these over the next few months.
Read MoreSeptember 29, 2020 •
Estate Planning ![]()
Why wait? A variety of trusts—from SLATs to BDITs, GRATs and more—can help you be proactive in protecting your wealth.
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