Now’s the Time to Consider Short-Term GRATs
Congress’s decision not to include a proposed minimum term for grantor retained annuity trusts (GRATs) in the tax legislation passed back in January 2013 — combined with low interest rates […]
Time to Update Your Estate Planning
Have you been putting off your estate planning due to uncertainty in the tax law? Then you’ll be happy to hear much of the uncertainty has been eliminated by the […]
Portability Doesn’t Preclude Need for Marital Transfers & Trusts
Exemption portability, made permanent by the American Taxpayer Relief Act of 2012, provides significant estate planning flexibility to married couples if sufficient planning hasn’t been done before the first spouse’s […]