Each year, the approaching Holidays spark questions about the federal gift tax and its applicability to year-end gifts. We all quite naturally want to make gifts in this season so that we can watch our loved ones enjoy them. For those who can afford to do so, thi ...
Saving State Income Taxes with Moveable Trusts
We recently reviewed and extolled the benefits of Inheritance Trusts in three blog posts on this website. Two of the principal benefits of such trusts are to provide creditor and divorce protection for beneficiaries on accumulated trust income and to immunize such accumulate ...