Introduction “I don’t need life insurance because of the high estate tax exemption so I cancelled my policies and distributed the cash in my trust to my spouse.” […]
Introduction Estate planning is rapidly moving away from the historical focus on bypass trusts and saving estate taxes. While many professionals have rightfully focused considerable attention on income tax […]
This is the third and final article in a series intended to help trustees identify many of the steps to be taken and documents they might consider retaining as part […]
This is the second article in a series of three articles intended to help trustees identify steps to be taken, and documents they might consider retaining, as part of the […]
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 […]