The Split-Dollar Legacy Trust

January 25th, 2022

Originally posted on Every advisor is aware of the importance of clients making large gift transfers before 2013.  Changes to the law are expected, including a reduction in the […]

Biden 2-Step for Wealthy Families: Why Affluent Families Should Immediately Sell Assets to Irrevocable Trusts for Promissory Notes Before Year-End and Forgive the Notes If Joe Biden Is Elected, A/K/A What You May Not Know About Valuing Promissory Notes and Using Lifetime Q-Tip Trusts

November 8th, 2021

This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2813. Wealthy individuals who postpone taking appropriate action to eliminate estate taxes may not be able […]