Tips From the Pros: Estate Planning for Middle Rich Clients
Stick to the basics.
Source: wealthmanagement.com
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On the Cover December 2023
Legal Editor Dawn S. Markowitz discusses this month's cover art.
New Mexico United States New Mexican John Nieto Rancho De Taos Church Estates Premium Estates Digital Edition
Source: wealthmanagement.com
Seven Reasons to Start Planning Before Exemption Change
Use it or lose it.
Source: wealthmanagement.com
Tax-Wise Charitable Remainder Trust Planning
Getting it right; fixing up the other guy’s mistakes.
Source: wealthmanagement.com
Tax Law Update December 2023
The biggest tax-related developments of the past month.
Source: wealthmanagement.com
Is That Really the Bargain Price?
In the world of philanthropy, there are “bargains” as well, but they may be lost without proper documentation.
Source: wealthmanagement.com
Note From the Editor December 2023
Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue.
United States Jeremy Bates Jeremya Mellitz Sandrad Glazier Jayw Freiberg Estate Litigation Committee
Source: wealthmanagement.com
Progressive or Regressive?
Some contrarian questions about new-fangled trust codes.
Source: wealthmanagement.com
Trustees Have a Duty to Minimize State Income Taxes on Trusts
An argument as to why fiduciaries can’t ignore this analysis.
Source: wealthmanagement.com