A Complex Web
The estate tax rules are complicated when non-US citizens reside in the US or have US situs property.
The Last Word
Jury shows “R-E-S-P-E-C-T” to handwritten Will of Aretha Franklin, found in her couch cushions.
Alphabet Soup: Exploring QCDs from IRAs
Qualified charitable distributions from IRAs provide a good opportunity for charitable giving.
Stepping Up Your Basis Planning
In the era of high estate tax exemptions, preserving basis and fully utilizing the adjustment at death are important elements of estate planning.
Considering the Inevitable
Even the wealthy should consider long-term care.