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The commonly understood definition of “irrevocable” is: unchangeable, unalterable, immutable, cast in stone, not able to be revoked.1 During the past couple of decades, however, the term “irrevocable,” as used in...
Over the last few years, the estate and financial planning community has adjusted its use of various planning tools and techniques to reflect the reality of significantly higher exemptions from federal estate taxes beginning in 2011...
As women’s influence over wealth not only in Canada but also in the U.S. continues to rise, their unique approach to giving needs to be better understood by financial advisors and by charities.
Every year the Internal Revenue Service updates its list of topics on which it will: (1) not issue rulings, (2) ordinarily not issue rulings, and (3) not issue rulings because the issue is under extensive study. Rev...