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Estate Planning

Accountants can provide valuable advisory services to clients on estate planning, including dealing with wills and estate taxes, and dealing with issues such as charitable giving, charitable remainder trusts, wealth transfer and the gift tax.

Problems Foreseen with Estate Taxes for QTIP Trusts

A tax attorney is sounding a warning about some unfavorable estate tax consequences for surviving spouses in many states across the country from the use of so-called “QTIP trusts.” Read more »

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