Sibling Rivalry Uncoiled
Some siblings never learn to share, and conflict erupts when their parents die.
Fair or Equal
This article explores why many parents struggle with whether to leave their children equal inheritances.
IRS Extends Filing Deadline
For high net worth families, the five year deadline will provide added time to make the portability election.
Dotting All the “i’s”
An important reminder during tax season: it is necessary to adequately disclose all taxable gifts on a gift tax return. This article provides a good summary of the adequate disclosure requirements.
The Answer is Blowing in the Wind
The tax winds continue to blow haphazardly in Washington, but for now the estate tax provisions included in earlier versions of the tax bill have been omitted. Stay tuned…
Threatening Estate Tax Changes
The tax bill recently proposed by the House Ways & Means Committee could have a significant impact on estate planning strategies. Read what will be affected if the bill passes as proposed.