Investing in cryptocurrencies may be speculative, but investing in an estate plan to protect cryptocurrency assets should never be.
But it’s probably not what you think.
Be sure to mind the gap between federal and state tax exemption amounts.
Both jurisdictions are breaking away from the federal government exclusion amounts.
This ruling serves as a reminder of the potential perils and uncertainties that remain in the trust division and modification context.
Family philanthropy can offer a valuable compass.
Understanding these basic behaviors may give savvy advisors a valuable leg up.
Rules also affect charitable deductions under long-standing tax credit programs.
Some ideas for clients to consider as they think about the impact of longevity.
