Grantor Trust Tax Reimbursement: Helpful Provision or Estate Tax Risk?
Some irrevocable trusts are intentionally designed so that the person [...]
Nonjudicial Settlement Agreements and Trusts: Why Family Agreement May Not Be Enough
Families often assume that if everyone agrees to change a [...]
Trust Decanting: How Some Old Trusts Can Be Updated
Trust decanting is one way an old irrevocable trust may [...]
Can You Change an Irrevocable Trust? What You Should Know
The word “irrevocable” makes many families assume that a trust [...]
Old Trust Tax Formulas: Why Your Estate Plan May Need an Update
Many older estate plans were drafted using old trust tax [...]
Why Old Trusts Should Be Reviewed Before They Create Problems
A trust does not stop aging just because it was [...]
Estate Tax Mitigation and Asset Protection Best Practices
Estate tax mitigation is an essential strategy for individuals seeking [...]
Retained Enjoyment: Why Some Lifetime Transfers May Still Be Included in Your Taxable Estate
Many people assume that once they transfer property into a [...]
Business Succession Planning After the One Big Beautiful Bill Act
Business succession planning has always involved more than deciding who [...]
Inherited Retirement Accounts, the SECURE Act, and Why Your Plan May No Longer Work
Most people do not think of inherited retirement accounts [...]