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The 13.3% Solution: of DINGs, NINGs, WINGs and Other ThINGs

Wealthy taxpayers have now experienced the impact of higher federal and state income tax rates for a full year. Many have created or would like to create trusts for their children and grandchildren, which also could be...more

1/31/2014 - Estate Planning Federal Taxes Income Taxes State Taxes

The “Death Knell” for Family Discounts?

The Obama Administration released its proposed budget for fiscal year 2014 on April 10, which included several proposals affecting estate planning. These are described in the Treasury Department’s General Explanations of the...more

4/24/2013 - Discounts Estate Planning Family Businesses Grantor Retained Annuity Trust Income Taxes IRS Transfer of Interest

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