Most people spend time planning how to leave an inheritance—but far fewer consider when it might be smarter to decline one. In some cases, accepting assets can create unintended tax...
(authored by RSM US LLP) Reduce estate taxes? Consider an ILIT to remove life insurance from your taxable estate...
(authored by RSM US LLP) Reduce estate taxes? Consider a gift to an IDGT: The gift that keeps on giving...
Discover how America's elite manage their vast fortunes to ensure their wealth endures across generations. This article breaks down the successful strategies and common pitfalls in estate planning, using examples...
(authored by RSM US LLP) We delve into five common GST exemption allocation problems and provide suggested remedies to mitigate potential unintended consequences....
(authored by RSM US LLP) This article discusses estate planning and tax considerations after the sale of a business interest or other liquidity event, including common strategies to reduce estate...
(authored by RSM US LLP) Estate planning tips to help you avoid common pitfalls and safeguard your wealth and legacy....
When two people with children from previous relationships get married, they form a blended family. While this can create a unique and loving situation, it raises some complicated estate planning...