Estate and Gift Tax
What is a grantor trust and will it help me?
When we give gifts in trust, the trusts can be irrevocable, or permanent (and not easily amended), but clients also need to…
Will the death tax be affected by having a new President?
In a recent Fiduciary Blog, “Will the Estate Tax Really Go Away”, Carol Warnick of Holland and Hart gives a short history…
WSJ Article addresses trend away from institutional trustees
In a recent WSJ Wealth Advisor article, Anna Prior addresses the trend away from institutional and professional trustees for many trust settlors/creators. In…
Corporate inversions and how they may benefit you
In a recent article, the author explains corporate inversions, why U.S. corporations are attracted to inversions, the tax consequences of inversions, and how…
New strategies under the tax law changes
The beginning of 2013 has been an interesting period, as we have seen significant planning for clients with complex and taxable estates….
A little thoughtfulness in planning
In a recent WSJ Wealth Advisor article, the case of a California-based owner of a pizza franchise and a strip mall is discussed….
What you need to know to preserve your value and your values
In a recent WSJ WealthAdvisor article, Norb Vonnegut touches on some particular ideas that are very helpful in managing and passing family wealth….
Under the New Tax Law, “Bracketing” is the strategy for trusts
Under the 2013 new federal tax law, inaccurately named the American Taxpayer Relief Act, Congress created up to 12 layers of tax…
Will the increased death credit reduce charitable giving?
Several recent planning articles have suggested that because of the increased applicable exclusion amount that end of life and testamentary charitable giving…
Why would I want to dismantle my trust?
In last weekend’s “Weekend Investor” page in the Wall Street Journal, reporter Arden Dale in “How to Dismantle a Trust” reports that…
