Estate and Gift Tax
WSJ Article addresses new focus on income tax planning
Planners focus on income tax planning opportunities A recent Wall Street Journal article discusses how estate planning after the 2013 changes and the American…
Health and Education Exclusion Trusts (HEETs)
Do you like taxes? Do you like taxes on gifts you’d like to make to your grandchildren? Do you have an oddly…
Giving $5 Million in 26 Days
You may not have 26 days left, but there’s still time to tax advantage of the year end gifting opportunity of your…
WSJ: Ten Questions to Ask Before Making a Big Gift This Year
As an appropriate follow up to our recent blog on charitable donations and the upcoming election, the Wall Street Journal this morning offers an…
Estateplanning.com
These are exciting times in the DRC estate planning office as the current tax regime is well on its way to a…
Getting farmers and ranchers to plan
A recent article in Investment News repeats what planners know and hear all the time: farmers and ranchers are notoriously difficult to focus on…
Should I transfer my home into my revocable trust?
As part of our planning and use of “revocable” or lifetime (“inter vivos”) trusts, I am often asked whether a residence should…
