Now that the President has signed the health care legislation, perhaps Congress will turn its attention to the estate and gift tax. No one knows whether there will be legislation this year, and if there is, whether it...
For years, GRATs (“Grantor Retained Annuity Trusts”) have offered clients a convenient estate planning tool. GRATs are irrevocable trusts which offer an essentially zero-risk transfer tax savings opportunity. Due to...
The Obama administration’s proposed budget calls for lots of changes that could affect your estate plans, and ignorance isn’t bliss — it’s foolhardy. Three Estate-planning Changes Coming Your Way...