Estate Planning

A closer look at the options

In a recent private letter ruling, the IRS addressed whether the judicial reformation of a net income makeup charitable remainder unitrust was in conformance with final Treasury regulations published after the creation of the trust

Free-standing programs that will help you with planning calculations

How they impact the next generation

Individuals whose marriages are recognized under state law have significant spousal rights based on the U.S. Supreme Court’s overturning of DOMA

A new focus on emotional prosperity

District court addresses these two issues as they relate to federal income tax refunds

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