Each new year offers a chance to step back, recalibrate, and plan for the year ahead. Individuals and businesses alike should take the time to ask and answer some simple questions to ensure their estate and business...more
For many individuals new to estate planning, particularly younger couples, there is something almost taboo when you start to discuss a revocable trust: does that mean our children will be trust fund babies?...more
A recent Chief Counsel Advice issued by the IRS has been described by one team of estate planning experts as “the most important IRS ruling in a decade,” and it directly contradicts the prior IRS position on the issue. Should...more