Estate Planning Drama
Art Reflecting Life.
Beware of Terminating a QTIP Trust Prematurely
Planning with QTIP (marital) trusts presents many transfer tax issues that must be properly vetted in light of these two recent tax court cases.
How the Ultra Wealthy Avoid Estate Taxes
Complex estate planning strategies can shield significant wealth from the estate tax. The key is to be proactive and start early.
Consider Early QCDs from IRAs in the New Year
The argument for making a Qualified Charitable Distribution from your IRA early in the year.
The Murdoch Trust Drama Plays Out In Court
Turns out irrevocable really means irrevocable.