I watched the New York Attorney General Letitia James’ news conference with keen interest since much of what she accuses Donald Trump and his adult
Unlike public charities that derive their support from a number of individuals, private foundations are charitable, tax-exempt entities that are created and supported by a
A perplexing issue for many clients planning their estates surround the federal estate tax exemptions. Currently everyone has an exemption of $12.06 million. That amount
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
Did you move to Florida while maintaining your residence in another state with plans to one day downsize that residence? If so, you might want
In my last column I reviewed how the proposed tax legislation treats Intentionally Defective Grantor Trusts (IDGTs) as being owned by the grantor at his
My clients have asked me why the proposed federal tax legislation wants to eliminate grantor trust strategies, so I thought I’d address that in today’s
In our efforts to keep you up to date, here’s a synopsis of President Biden’s tax proposal that arises from the House Ways and Means
Many parents loan money to their children. Some expect payback, others don’t. The loans might be for a down payment on a home, funds to
Don and Theresa were married fifteen years, each had children from a prior marriage. They lived at a Continuing Care Retirement Community (CCRC) that required