Tag: trusts

estate tax planning 2021
Estate Tax Planning in 2021: What You Can Do Now

While the gift and estate tax exemption is scheduled to drop to approximately one-half the…

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House Committee Releases Tax Proposals
House Ways and Means Committee Releases Initial Tax Proposals

On September 13, 2021, the House Ways and Means Committee released draft legislation that proposes…

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ING Trusts for Tax Planning
Incomplete Non-Grantor (ING) Trusts for Effective Tax Planning

The incomplete non-grantor (ING) trust is a self-settled, asset protection trust that provides income tax…

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Family Business Legacy Planning
The Family Business: Leaving a Legacy

Examining opportunities for family business owners to leave legacies for their families through estate planning…

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Family Wealth Planning
Family Wealth Planning in a Time of Uncertainty

The current federal estate, gift, and generation-skipping transfer (GST) tax exemption is $11.58 million per…

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Grantor Retained Annuity Trust (GRAT)
Estate Planning Opportunity: Grantor Retained Annuity Trust (GRAT)

A GRAT is an irrevocable gifting trust that can make for a compelling estate planning…

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April 15th Tax Deadline Delayed to July 15th
IRS Extends Federal Tax Filing Deadline to July 15th

The tax filing deadline was officially extended to July 15th, giving individual, trust and corporate…

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Treasury Delays April 15th Tax Deadline
Updated: U.S. Treasury Delays April 15th Tax Payment Deadline

The IRS will suspend penalties and interest for up to 90 days for payments related…

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Building a Future for Your Family Business
Building a Future for Your Family Business

In this whitepaper, we examine some of these challenges facing today’s family-owned businesses as well…

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Senior Couple Signing Document In Meeting With Female Financial Advisor In Office
QPRT: Estate Planning Considerations for Tax Savings

As a result of The Tax Cuts and Jobs Act, which doubled the estate and…

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