A recent PLR demonstrates the dangers that even judicial modifications can pose to a trust’s tax status.
Not quite. Some states continue to bury testimony from the grave.
It accepted the value of only 39 percent of the items presented.
Not having a will or trust doesn’t always negatively impact administration.
Understanding more than the what, when and how is key.
Use tax reform to start the conversation about charitable giving.
Noble intentions don’t always translate to the best results.
Helping clients face common fears.
A primer on a plethora of philanthropic provisions.
