
Income Tax Planning for Trust Beneficiaries
In a recent column I discussed the benefits of embedding continuing testamentary trusts for your children and grandchildren into your revocable living trust. After your
In a recent column I discussed the benefits of embedding continuing testamentary trusts for your children and grandchildren into your revocable living trust. After your
To protect loved ones’ inheritances from predators, creditors, divorcing spouses and even from estate taxes in their children’s estates, I commonly advise my clients to
I’ve reviewed many estate plans in my 30+ years of practice. It is not uncommon for a new client to say that another attorney assured
Lucy loaned her son money over the years. First, it was $75,000 for a down payment on his home then another $40,000 when he was