Just What Does an Executor Do Anyway?
Serving as an executor is not for the faint of heart.
Sunrise, Sunset….
Are you ready?
Sometimes Terminating Trusts is the Answer
As families strategize on how best to use the sunsetting “bonus” estate tax exemption before 2026, this taxpayer prevailed in a strategy that involved first terminating a marital trust. Interesting (though technical) analysis.
Tick Tock
The clock is ticking on the expiration of the doubled (or “bonus”) gift/estate tax exemptions. Now is the time to begin your planning to moving wealth out of your estate.
Sooner vs. Later
Consider making your annual exclusion gifts in January. Here’s why.
I Need to Probate What?
Dealing with death of a loved one involves grief, loss and the legal process. This article provides a good overview of what to expect on the legal and financial side of things.