December 13th, 2016
The 42nd Annual Notre Dame Tax & Estate Planning Institute was recently held in South Bend. Lots of great speakers and great planning ideas. Below are links to a selection of […]
September 28th, 2016
New Ruling The IRS has just issued Revenue Procedure 2016-49 to provide assurance to taxpayers about an issue that many have pondered. A Bit of Background: QTIP […]
August 29th, 2016
Introduction The Proposed 2704 Regulations prevent taxpayers from considering a range of restrictions that could otherwise reduce the value of an interest in an entity for transfer tax purposes. […]
August 27th, 2016
Dear Client: Proposed Regulations Just Issued: The Treasury (IRS) just issued Proposed Regulations that could have a dramatic impact on your estate planning by eliminating valuation discounts. For […]
June 24th, 2014
Sometimes it can be incredibly useful to have another arrow in your planning quiver. Consider the following: A trust is set up to provide for your surviving spouse, your third […]
June 24th, 2014
Understand Your Power We’re talking financial concepts not Ayurvedic. You’re planning for retirement and what will hopefully be decades of exiting “later life” following. You coordinate your financial and estate […]
June 24th, 2014
The Simple Old Days In the simple days of yore a trust had a trustee. That trustee was the only “fiduciary” named. While that might have been simple, it wasn’t […]