Income Tax planning is an integral part of Estate Planning. The first article in this series examined the concept of income tax basis, how it is … [Read more...] about Income Tax Basis in Estate Planning
Income Tax Basis
When we think of income taxes, we think of how much we earn. But, another aspect of income tax is the gain or loss on assets. Income tax … [Read more...] about Income Tax Basis
Use Trust Protectors for Added Protection and Flexibility
In the past, trusts were drafted with little flexibility and Trust Protectors didn’t exist. However, over the past 50 years, trusts have been … [Read more...] about Use Trust Protectors for Added Protection and Flexibility
