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Estate Planning Income Taxes Pooled Trusts

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Gerald Nowotny - Law Office of Gerald R....

With a Little Help from My Friends

Using Pooled Income Funds in income and estate tax planning....more

Chambliss, Bahner & Stophel, P.C.

Kiddie Tax Changes May Increase Burden for Families with SNTs

Major changes to the “kiddie tax” could significantly increase the tax liability of assets placed in special needs trusts if the trust’s beneficiary is a minor and the income the trust earns is high enough. Congress...more

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