Economical estate planning, creditor protection and peace of mind for HNW clients in the face of sunsetting Trump-era estate exemption limits.
From Bitcoin to Gmail accounts, the rules governing ownership, storage and transferability of digital assets differ significantly from traditional forms of wealth.
This framework can aid in wealth accumulation and help business-owner clients attract and retain top talent.
But was it worth the cost of getting a the private letter ruling?
Spouse can qualify for marital deduction.