Estate-planning clients are growing ever more conscious of creditors.1 Clients not only want to protect their assets while they're alive, but also want to protect the wealth they leave to their spouses and children...
There's some good news in the ongoing war with the Internal Revenue Service over family limited partnership (FLP) discounts: IRS agents are settling practically all of the cases and even most of the ones. That means...
You've got a friend, or at least an ally, in Internal Revenue Code Section 645. Advisors don't often use the words and in the same sentence. But Section 645 offers the trustee of a decedent's revocable trust the...
