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 ...