Month: December 2015

AN ESTATE PLANNING ACRONYM- QTIP

Wednesday, December 23, 2015

Estate planners love acronyms, and one of the most common when referring to a particular type of trust is QTIP, which stands for Qualified Terminable Interest Property. A QTIP trust provides a way for someone to leave property in... Continue Reading

ESTATE PLANNING FOR AN AGING POPULATION

Thursday, December 17, 2015

The following statistics illustrate the gravity of the need for estate and long term planning for our aging population. Graying of America 40 million Americans over age 65 13% of the population 25%of these people... Continue Reading

FEDERAL ESTATE TAX -Final Portability Regulations

Tuesday, December 8, 2015

The IRS issued final portability regulations concerning the election of portability for the deceased spousal annual exclusion (DSUE) amount and the rules for the use of the DSUE amount by the surviving spouse. These regulations,... Continue Reading