Wills, Wills and Trusts, Marketing Planning, Social Media, Marketing 101, Estate Planning and Probate,
This has been a dynamic year for estate planners, and the 7th Annual Industry Trends Survey illustrates the areas with challenges for this vital industry. The survey addresses changes from...
Estate Planning, Estate Planning and Probate, Business Law, Choice of Entity,
C corporations are often an excellent but overlooked entity choice in estate planning. With the passage of the Tax Cuts and Jobs Act, the new C corps tax rate is...
Estate Planning and Probate, Tax Planning, Donald Trump, President Donald Trump, IRC §2704,
Thought Leader Series, Estate Planning and Probate, Fiduciary Compliance, Trustee, Trust Administration,
Exemption Portability, Deceased Spouses Unused Election (DSUE), Estate Planning and Probate, Tax Planning, ATRA,
by Jeremiah H. Barlow, JD | Trusts and Estates Law Faculty, WealthCounselAs estate planners, we are all very familiar with the concept of portability. However, since 2010 when it was...