Factor in GST tax when transferring assets to your grandchildren
If you’re considering making asset transfers to your grandchildren or [...]
Need to modify an existing irrevocable trust? Decant it
“Decanting” an irrevocable trust allows a trustee to use his [...]
Sharing your estate plan’s details with family has pros and cons
When it comes to estate planning, one important decision many [...]
Stepped-up basis rules can ease the income tax bite of an inheritance
With the federal gift and estate tax exemption amount set [...]
Incentive trusts: Use them to pass your wealth and values on to beneficiaries
If your estate planning goals include distributing your wealth while [...]
What happens if you and your siblings inherit your parents’ home?
When estate planning, it’s common for parents to leave their [...]
