Many people associate trusts with the very wealthy, because they are often used in the media and pop-culture in the context of two other words: “fund” and “baby”. The reality is that a trust is a helpfu...
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Many deductions allowed to an individual for federal income tax purposes for certain expenses or costs incurred have been permanently eliminated, or suspended or limited until 2026 by the 2017 Tax Act(“Act”...
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On Dec. 20, 2017, the House of Representatives passed, as the Senate had done a few days earlier, legislation called the “Tax Cuts and Jobs Act,”. Although it has been delivered to President Trump, he lik...
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“The estate tax repeal is the art of the deal giveback. I’m glad the president had the foresight to put this in his plan —it actually shows his unselfishness. By design, he’ll take the incoming fire fro...
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Joe is a married 55-year-old surgeon with three adolescent children. He has accumulated substantial assets in addition to his high annual income. Joe would like an estate plan that provides for his family and f...
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Steven Trytten — Partner, AFRCT LLP — talks about trusts as beneficiaries of IRAs and retirement plans. Steven from his expertise talks about the importance and how it has become a main part of the thinking...
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Avoiding income tax The higher the return, the higher the reduction The power of Compounding...
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Wealth preservation Planning for the future State plan with Asset protection features Risk Management...
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Jonathan Blattmachr, The Director of Estate Planning, Peak Trust sharing their experience with the people...
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