Month: March 2017

ESTATE PLANNING STILL MATTERS

Thursday, March 23, 2017

Despite inflation indexing, certain families will still need advanced estate and gift tax planning: Those where the value of their estate at death is likely to exceed the applicable exclusion (or the amount of applicable... Continue Reading

Estate Planning: Kinds Of Trusts

Thursday, March 2, 2017

Trusts fall into two basic categories: testamentary and inter vivos. A testamentary trust is one created by your will, and it does not come into existence until you die. In contrast, an inter vivos trusts, starts during your... Continue Reading