Stepping Up at Death
The step-up in cost basis at death is an important consideration in any estate plan.
Leading by Example
Warren Buffet publicizes his estate plan for transparency, and perhaps to guide others in constructing their own estate plans.
Business Owners Beware!
Small business owners take note – your stock redemption at death may have unforeseen tax implications after this recent Supreme Court decision.
Just What Does an Executor Do Anyway?
Serving as an executor is not for the faint of heart.
Sunrise, Sunset….
Are you ready?
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.