Planning now in light of Van Hollen’s STEP proposal, the Sanders’ proposal, various income tax proposals, and President Biden’s comments. Inter-relationship of income tax changes, Sanders and Van Hollen i...
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The TCJA doubled the Basic Exclusion Amount and GST exemption in 2018-2025 ($10,000,000 in 2011 dollars) In 2026 the exemptions revert to pre-TCJA law (5,000,000 in 2011 dollars) Give the success of Democrats i...
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Every estate includes tangible personal property: cash, clothes, jewelry, furnishings, vehicles, pets, artwork, gold, alcohol, boats, electronics, cars, wine, guns, etc. Challenges you may face are as varied as...
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○ Most gifts to charities are in the form of cash or marketable securities. ○ Gifts of illiquid assets are a creative way to make large contributions with amazing benefits for the charity and donor. ○ Gif...
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In this podcast Amber Gunn, Trust Officer for Peak Trust Company, talks with Janet Temple, a Senior Trust Officer at Peak Trust, on Irrevocable Life Insurance Trust (ILIT) Fundamentals and Benefits. Below are h...
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Internet Privacy What personal information is available on the Internet? What can be done to remove it? How can we protect our clients against having their information on the Internet in the first place?...
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Hear from Jonathan E. Gopman, a partner at Akerman Tax, Trusts, and Estates, on Creative Planning with Completed Gift Self-Settled Dynasty Trusts. He discusses why you would want to use a completed gift self-se...
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In this episode of Conversations With Trust Experts, guest speaker Layne Rushforth discusses the benefits of Nevada trust and state law. Layne is recognized as one of the top leading trust and state attorneys w...
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Vanessa Kanaga joins us as we explore trends and changes in the estate planning community. Hear what current trends and changes will have the biggest impacts. Listen below! Listen To The Podcast...
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