As Kelly Greene points out in her recent article in the Wall Street Journal, families are looking to take advantage of the $5 million gift tax…
Many people like the idea of leaving bequests to favorite charities in their wills. But instead of leaving money to a charity in your will, you…
The White House recently proposed changes to the rules governing Grantor Retained Annuity Trusts. These trusts pay an annuity to the grantor over the life of…
A Grantor Retained Annuity Trust (GRAT) is comparable to an annuity. You place funds in the annuity and receive an annual payout based on the IRS…
A Bypass Trust, also known as a Credit Shelter Trust, lets a married couple double the estate tax exemption. For example, if the husband dies first,…
In a recent article in the Wall Street Journal titled, How to Fix Your Life in 2009, Eleanor Laise provides advice for individuals whose stock portfolios…
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