Elections have impacts. At the time of this writing, Donald Trump will become the 47th President of the United States on January 20, 2025, and Republicans are poised to take control of both houses of Congress.
Using Spousal “Bert and Earnie” Trusts to Stretch Estate Tax Exemptions
Few spouses recognize that just as you can make annual trust gifts for other family members that are excluded from federal gift and estate tax, you can also make annual tax excluded gifts to your spouse. These spousal tax excluded gifts are often an overlooked opportunity b ...
Charitable Remainder Trusts
With clients worried about a perceived stock market top in the near term and a potential recession in the next 18 months, it's probably a good time to look at an old favorite in our Estate and Trust planning toolbag: the Charitable Remainder Trust (generally referred to as ...
Nitty-Gritty Details About Charitable Remainder Trust Participants
We previously provided an overview of Charitable Remainder Trusts (CRTs) and suggested that they might be a good strategy to employ to avoid immediate capital gains taxes on appreciated or concentrated marketable securities positions. That overview has sparked a number of s ...
Additional Charitable Remainder Trust Considerations
We previously provided an overview of Charitable Remainder Trusts (“CRTs”) and suggested that now might be a good time to employ this strategy to avoid immediate capital gains taxes on appreciated or concentrated marketable securities positions. That overview has sparked a ...