Introduction OK stop holding your breath! The long awaited discount Regs were just issued. 26 CFR Part 25 [REG-163113-02] RIN 1545-BB71. They will be published in the Federal Register […]
► Remainder Interest in Residence and Farms: Generally, a charitable deduction is not permitted for charitable gifts of less than a donor’s entire interest in property. IRC Sec. 170(a)(3). […]
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 […]
Introduction Approximately 30 states have enacted some version of the Uniform Trust Code (“UTC”). New Jersey enacted its version of the UTC on January 19, 2016 and it becomes effective […]
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 […]
Introduction I was recently asked by the Pulmonary Hypertension Association to present a webinar on estate and financial planning for those living with pulmonary hypertension or “PH.” This article […]
Not All Trusts Are Created Equal Trusts are ubiquitous in planning and one of the most common motivations for the use of trusts is to minimize the risks that […]
Introduction to Catholic Considerations and Estate Planning Pope Francis recently concluded a 10-day tour de force in the United States. He was met by huge crowds in spite of […]
By: Pastor Chris Edmondson and Martin M. Shenkman, Esq. What is Estate Planning? First, let’s define “estate planning” since it is commonly defined too narrowly. Estate planning […]
Jonathan Clements wrote the following in a recent article in Financial Planning, “To Beat Robos, Stop Selling Fantasies,” Aug. 31, 2015, at http://www.financial-planning.com/news/technology/clements-to-beat-robos-stop-selling-fantasies-2694000-1.html?utm_medium=email&ET=financialplanning:e5051599:52149a:&utm_source=newsletter&utm_campaign=Aug%2031%202015-am_retirement_scan&st=email: “Many traditional advisors, of course, do far […]