Sunrise, Sunset….
Are you ready?
Extraordinary Generosity
a $1B transformational gift to cover medical school costs at a Bronx medical school in perpetuity.
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.
A Potpourri of Planning Ideas
Considering updating your estate planning? This article provides a good overview of some of the options.
These Rules are Like Shifting Sand
The rules for taking money out of IRAs and 401k plans are complex, and ever changing. This article gives the current “lay of the land.”