Estate Planning

Workable solutions to enable Medicaid benefits to become available

Recognizing possible missteps is key to avoiding significant tax consequences

FedEx retirement plan’s meaning of “spouse” might violate federal law

Best options for a client receiving distributions that include employer stock with net unrealized appreciation

Trustees face serious liability issues

An LLC can provide many benefits

Help your client achieve a better result

A practitioner’s checklist for clients near death

The American Taxpayer Relief Act of 2012 (ATRA), effective Jan. 1, 2013, subtlety emerging into our estate-planning life much the same way the iPhone has subtlety reduced our available free time, has had major impact on our practice as estate...

In my last column, “Beginning With The End in Mind: Clearing Barriers to a Successful Business Succession Plan,” which appeared in the April 2016 issue (p. 9), I examined the planning challenges of gifting S corporation stock to...