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The tax advantages and a degree of flexibility have added to the appeal of spousal lifetime access trusts. But they aren't a fit for everyone.
December 2 -
Tax cuts and Mickey's slice; avoiding FBARs; COLA wars; and other highlights from our favorite tax bloggers.
October 15 -
Tax professionals are calling for changes to the proposal, even though they welcome clarifications they have been waiting on for decades.
September 3 -
This combination of trusts, credits and other tax strategies are great ways help wealthy clients protect their families and their businesses.
September 3 -
New rules for IRA beneficiaries, the expiration of the Tax Cuts and Jobs Act and guidelines for qualified stock make these strategies especially relevant.
August 26 -
For financial advisors, tax professionals and their clients, the opportunities and acronyms look endless. Three experts explain the key questions to consider.
July 11 -
Estate attorneys are creating revival trusts aimed at extending wealth until people who get cryonically preserved can be revived, even if it's hundreds of years later.
July 9 -
Art carries higher rates than most investments, but financial advisors and their clients can tap into trusts, charitable donations, loss harvesting and the stepped-up basis.
July 8 -
Changes in residency, qualified personal residence trusts and other methods cited by experts carry big savings — with some caveats.
May 20 -
Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.
April 26