Using Lifetime Exemptions Today May 01, 2012 An economic analysis of the risks and rewards to help clients reach a decision that’s right for them As Good As It Gets Nov 01, 2010 This year may offer a rare opportunity to transfer wealth efficiently by making taxable gifts, particularly to grandchildren. We've previously shown that taxable gifts almost always are more efficient for transferring... A Last Bite at the GRAT Apple? Apr 27, 2010 The House of Representatives has passed, and now the Senate is considering, a bill that would dramatically curtail shorter-term and zeroed-out GRATs What Form Should Your Private Foundation Take? May 01, 2009 A quick guide to choosing between two possible entities: non-profit corporation and charitable trust
As Good As It Gets Nov 01, 2010 This year may offer a rare opportunity to transfer wealth efficiently by making taxable gifts, particularly to grandchildren. We've previously shown that taxable gifts almost always are more efficient for transferring...
A Last Bite at the GRAT Apple? Apr 27, 2010 The House of Representatives has passed, and now the Senate is considering, a bill that would dramatically curtail shorter-term and zeroed-out GRATs What Form Should Your Private Foundation Take? May 01, 2009 A quick guide to choosing between two possible entities: non-profit corporation and charitable trust
What Form Should Your Private Foundation Take? May 01, 2009 A quick guide to choosing between two possible entities: non-profit corporation and charitable trust