July 17th, 2016
Pre-Election Estate Tax Proposals – Why Care Are major estate tax law changes in the offing? Perhaps, but my Ouija board smoked when I asked the question. So baring […]
March 22nd, 2016
New Rules The process of determining the value of estate assets, and filing the required estate tax return, have been made even more complicated by law changes that […]
June 28th, 2015
Background When a benefactor, say a parent, loans an heir, say a child, funds, historically that transfer would have generally been desirable to treat as a loan. If the […]
June 7th, 2015
Trusts are ubiquitous in estate, tax, financial and asset protection planning. Everyone tends to be pretty focused on the decision process involved in creating a trust. However, clients and advisors […]