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August292016
Proposed Valuation Regulations May Have a Major Impact on Real Estate Families

In my August 15 blog, I noted that proposed regulations issued by the Treasury Department and IRS would significantly limit the ability to use valuation discounts in the context of […]

August222016
Tread Carefully If You and Your Spouse Have Similar Trusts

When spouses have similar irrevocable trusts for each other’s benefit, they can be subject to the “reciprocal trust” doctrine. It prohibits tax avoidance through trusts that 1) are interrelated, and […]

August152016
Proposed Regulations Demand Review of Your Estate Plan

Proposed regulations issued by the Treasury Department and IRS on Aug. 2 would significantly limit the ability to use valuation discounts in the context of transferring interests in family-owned entities […]

August082016
Common Mistakes That Can Derail Your Financial Planning (Part 2)

In last week’s blog, I looked at cash flow planning and the impact of market forces as two overlooked areas of financial planning. Two additional areas that frequently get insufficient […]

August082016
Common Mistakes That Can Derail Your Financial Planning (Part 2)

In last week’s blog, I looked at cash flow planning and the impact of market forces as two overlooked areas of financial planning.  Two additional areas that frequently get insufficient […]

August012016
Common Mistakes That Can Derail Your Financial Planning (Part 1)

In working on financial plans for nearly three decades, I’ve found that people can often overlook aspects that are fundamental to a comfortable retirement. This week and next, I am […]

July252016
AFRs Dipping — A Signal to Look at Your Gifting Plans

AFRs (applicable federal rates) are interest rates published each month by the IRS. They are the lowest rates you can charge when making intra-family loans. Because they are taking a […]

July182016
Follow All Rules When Transferring Assets to an Irrevocable Trust

Irrevocable trusts can provide a variety of benefits, including gift and estate tax savings, creditor protection, and the ability to control how assets are distributed. To preserve these benefits, however, […]

July112016
3 Benefits of Donor-Advised Fund Giving

Charitable giving through donor-advised funds (DAFs) has grown in popularity in recent years because they are easy to create and offer several advantages for high income individuals. Generally, creating a […]