Now that the election of Donald J. Trump has become a reality, the question is how that will affect estate taxes and estate planning. The simple answer is that for most Americans there will be no … [Read more...] about Estate Tax Repeal in 2017?
Persons with disabilities have been seeking a way to save for college, medical equipment and health care expenses, and retirement without being disqualified from government assistance programs such as … [Read more...] about ABLE Accounts: A New Planning Tool for Persons with Disabilities
Tom Clancy was a prolific scrivener of action novels. Upon his death at age 66, he left a substantial estate. His Will divided his estate into three shares – one share to his wife, one share for his … [Read more...] about Ambiguities Can Lead to Litigation
Fans of Young Frankenstein, Blazing Saddles, The Producers, and Willy Wonka were saddened by the death of Gene Wilder. Unlike others who die from Alzheimer’s disease, the comedian’s death was … [Read more...] about Alzheimer’s Disease Claims the Life of Actor, Comedian and Philanthropist Gene Wilder
Section 2704 of the Internal Revenue Code was enacted to limit the discounts available to certain transfers of limited partnership or limited liability company ownership interests among family … [Read more...] about IRS Issues Proposed Regulations Affecting Advanced Estate Planning – Clients Should Act Now!