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You may have read or heard news about two bills recently introduced in the Senate that, if enacted, could have a significant impact on many estate plans. I am writing to you, as a valued allied professional, to provide you with some additional information on these proposals, and the effect they may have on estate planning.
A trust is a device for controlling how assets are held and distributed. Trusts can be revocable or irrevocable. There are many differnt types of trusts. A trust that is created during the lifetime of
Thoughtful estate planning will protect your heirs and help minimize taxes. It's never too early to start planning, but it can be too late.
Estates of decedents dying on or after January 1, 2011, may elect to transfer any unused federal estate tax exclusion amounts to the surviving spouse. The amount received by the surviving spouse is ca