GRAT Assets Included in Taxable Estate
Simultaneously, T&E practitioners are well aware of the primary risk posed by a GRAT; namely, the mortality of a grantor during the GRAT’s term.
June 12, 2020
Giving lets you practice your core values
How do you plan to pass the gift of your good financial fortune on? Defining your goals and creating a giving strategy is key to beginning the process.
June 5, 2020
Transferring your house to your children
Adding an adult child to your house deed, or giving them the home outright, might seem like a smart thing to do. It usually isn’t.
June 3, 2020
Family Businesses Can Prepare for Future Tax Changes
Coupled with the upcoming presidential election, small to mid-sized business owners are faced with a slew of financial decisions that could impact the wealth of their business and the legacy they leave to their successors.
May 20, 2020
Distributing Inherited Assets in Many Accounts
I am my late brother’s sole beneficiary on various investments held at different investment companies. I would like to divide the assets equally among three relatives.
May 6, 2020
Relocating may not be a Bad Idea
Does your ability to pass on your wealth to your heirs depend on where you live … and die? Indeed, it does.
April 27, 2020
Insurance money can pay expenses
Life insurance may play a vital role in an estate plan, because insurance proceeds can be counted on to provide liquidity when it’s needed.
April 15, 2020