Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2020 is here, it’s not too early to think about planning for whatever it may bring your way.
- The Magic of Grantor Trusts - November 1, 2023
- IRS Confirms Grantor Trust Status Alone Does Not Cause a Step-Up in Basis - October 26, 2023
- Understanding the Importance of the Simultaneous Death Act - October 19, 2023