What are the Tax Consequences of a Crummey Trust in My Estate Plan?
Understanding the tax consequences of a Crummey trust in your estate plan is something a good estate planning attorney can help you with.
Tax and Medical Benefits Available to Same-Sex Couples
A significant source of confusion arises from the fact that only a certain number of states allow for legal, same-sex couples to marry. Read more here.
Three Types of Tax Benefits From a Charitable Remainder Trust in Your Estate Plan
A popular way to make gifts by creating a charitable remainder trust. The following is an overview of the tax benefits of a charitable remainder trust..
Eight Initial Steps during a California Trust Administration
While you may be aware that you have several tasks ahead of you, understanding specifically the initial steps to take may be unfamiliar to you.
Taking Your IRA Benefits over a Five Year Distribution.
Benefits for using the five year distribution including stretching out the tax payments and maintaining a lower tax bracket. Talk to an attorney today.