Pass or Fail?
Here’s what passes and what flunks as educational expenses from a 529 Plan.
What’s Your RMD?
Here’s a quick way to calculate your required minimum distributions.
Discard Your Cotton Swab, But Give Someone Your QTIP
Creative planning for marital (QTIP) trusts – a roadmap for using assets in QTIP trusts for possible gifting in 2021.
Aretha Franklin’s Messy Estate
The Tax Man Cometh
This article provides an insightful summary of the proposed estate tax changes contained in the Bernie Sanders tax bill. Spoiler alter: it is sweeping and would alter the estate planning landscape significantly. Move quickly if you wish to avoid its implications