Estate planning has two components: the organizational (writing documents and securing funding) and the operational (what happens next as life goes on). Much emphasis is put on the organizational ...

Higher exemptions and new state tax rules mean many legacy trusts now create problems instead of solving them for clients ...

Tax season typically focuses on reviewing the past year’s financial events, while estate planning is designed to prepare for the future. Although these areas may seem separate, they often overlap. The ...

On December 17, 2010, the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the 2010 Tax Act) was signed into law. The Act extends, for two years, certain income and ...