What’s a clawback ? and should you be worried about it?
By temporarily doubling the gift and estate tax exemption amount, the Tax Cuts and Jobs Act created an historic opportunity for affluent families to shelter wealth...more
10/4/2019
/ Art Collections ,
Clawbacks ,
Disabled Children ,
Elder Care ,
Elder Issues ,
Estate Planning ,
Estate Tax ,
Estate-Tax Exemption ,
Fine Art ,
Gift Tax ,
Gift-Tax Exemption ,
IRS ,
Proposed Regulation ,
Tax Cuts and Jobs Act ,
Tax Planning
Is silence golden?
The good and the bad of keeping your trust a secret -
It’s common for parents to set aside money or other assets in trust for their children or grandchildren. At the same time, many parents agonize...more
8/13/2019
/ Asset Management ,
Beneficiaries ,
Capital Gains ,
Elder Care ,
Elder Issues ,
Estate Planning ,
Estate Tax ,
Inheritance ,
Qualified Opportunity Funds ,
Trust Administration ,
Trusts