When a person passes away, the deceased’s assets are subject to federal estate tax if the total

When a person passes away, the deceased’s assets are subject to federal estate tax if the total
In one of our previous articles, we covered the topic of disclaimers as an excellent post-mortem tax
We often get questions about what to do when a person wants to give up their authority
When considering the creation of a will or a trust, one usually thinks about pre-death planning. However,
A Spousal Lifetime Access Trust (SLAT) is a trust established between spouses. Essentially, one spouse gives the
We often get questions from clients on how to hold title to property they are about to
In our last article in this series, we covered the different types of trusts that can be
Please note the following updates for 2022 Estate and Gift Exclusions: Estates of decedents who passed away
In the last article in our series, we covered the benefits a trust offers for creators and
Please note the following updates for 2022 Estate and Gift Exclusions: Estates of decedents who passed away