Planning Future for a Nontraditional Family

March 3, 2021 • Estate Planning

Some people are concerned that the new conservative 6-3 majority on the Supreme Court will roll back protections for non-traditional families. Regardless of the decisions at the Supreme Court, or the impact on the state family courts, there are many ways that non-traditional families can maintain control.

Making the Most of Exemptions and Flexibility in Gifting

October 16, 2020 • Estate Planning

Federal estate, gift and GST tax exemptions are currently at historic highs ($11.58 million per individual in 2020). These higher exemptions are scheduled to return to $5 million, adjusted for inflation, after December 31, 2025, but they could be reduced before then, as a result of political or policy changes.

Tag: Trust Protector

Planning Future for a Nontraditional Family

Making the Most of Exemptions and Flexibility in Gifting

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