Question: Due to the estate tax portability rules, do I really need to maintain my current estate plan which creates marital and non-marital trusts for the benefit of my spouse upon my death?
Question: As part of the upcoming sale of my business, I will be receiving a promissory note with no payments to be made until the note’s five-year maturity date. If interest accrues at the...
Question: What is a dynasty trust?
Few bills arriving in the mail are welcome, but certain billers are more daunting than others. Should the tuckpointer send a bill higher than agreed, a friendly discussion about his “extras” likely lies...
Question: I will be receiving a distribution from my employer’s retirement plan consisting of cash and employer stock. Am I better off paying tax on the employer stock or rolling over...
