The Tangled Web We Weave
Modern technology has added complexity to the determination of a person’s heirs.
Cleaning Out the Stale Leftovers
With the passage of OBBBA, it’s time to dust off those aging estate plans.
The Disappearing Estate Tax
Is the Estate Tax Still Relevant?
A Touch More SALT
The new tax law opens up the possibility of expanding use of the SALT deduction with the use of trusts. Learn more here.
Sloppy Tax Returns Can Cost Millions
As a recent case illustrates, estate tax returns require careful attention, or the consequences can be unfortunate.
Finally, Some Certainty!
Spoiler alert: the gift/estate tax exemption will be set permanently at $15MM in 2026, and thereafter index annually for inflation.