Navigating the Fiscal Year 2025 Greenbook: Key Trust and Estate Tax ProposalsThe U.S. Department of the Treasury has released its General Explanations of the Administration’s Fiscal Year 2025 Revenue Proposals....
What Can I Not Do as Trustmaker and Trustee of a Revocable Living Trust?Wills and living trusts are two of the most fundamental estate planning documents. While both accomplish the same primary objective in an...
Generation-Skipping Transfer Tax 101Many people are familiar with the existence and some aspects of estate and gift taxes. If you are part of an ultra-high-net-worth family,...
Lucille Ball: Dangers of Being the First to DieLucille Ball was the queen of television comedy to an older generation of Americans. Today, more than 70 years after I Love Lucy...
