Everything You Need to Know About Beneficiary Designations
The newly enacted U.S. tax law makes significant changes to provisions of the Internal Revenue Code affecting high net worth individuals, their investment entities and family offices. These changes are likely to spur gift...more
December Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts - The December ยง 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs...more