Estate Planning

Sales that occur after decedent’s death may be relevant

Donald Trump is infamous for his willingness to litigate anything and everything, so it’s little surprise that he was involved in a dispute over his father's will, nor that it ultimately took an extreme turn. But in this case, he wasn...

New actions for advisors to consider in light of these developments

 Here are some steps your clients should take for substantial donations.

Finding your way through the tax law maze of authorities

Basis Rules ...

An updated ranking matrix

An update on key planning developments

The recently enacted Consolidated Appropriations Act of 2016 includes a subsection that eliminates the state residency requirement for Achieving a Better Life Experience (ABLE) accounts, dramatically increasing the availability of this...

Spousal rights were expanded, cash-outs were barred and bankruptcy protection was lost