Estate Planning Q&A: Gifting to Intentionally Defective Grantor Trusts Explained
(authored by RSM US LLP) Reduce estate taxes? Consider a gift to an IDGT: The gift that keeps on giving...
10 June, 2024
Estate Planning Tag
Estate Planning Insights From America’s Wealthiest Families
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...
21 May, 2024
Solving Generation-Skipping Transfer Tax Problems
(authored by RSM US LLP) We delve into five common GST exemption allocation problems and provide suggested remedies to mitigate potential unintended consequences....
31 January, 2024
Estate Planning After the Sale of a Business Interest
(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...
29 August, 2023
Safeguard Your Legacy By Avoiding These 8 Estate Planning Pitfalls
(authored by RSM US LLP) Estate planning tips to help you avoid common pitfalls and safeguard your wealth and legacy....
08 August, 2023
Estate Planning Considerations for Blended Families
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...
30 May, 2023
Essential Estate Planning Documents
Estate planning is an essential part of financial planning for all individuals, regardless of age or asset level. Learn which documents are essential for any estate plan and about other...
18 September, 2022
Estate Tax Portability Update
Authored by Haynie & Company Senior Tax Manager Greg Ward, CPAEstate tax is not an annual concern for most taxpayers. However, without adequate planning the transfer of wealth from one generation...
22 August, 2022
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