June 2020

Dying costs less. As the latest federal tax review doubles the inheritance tax exemption, the trend for states to loosen their hold on estates continues in 2018.Delaware is one of the last states to bury its inheritance tax, which froze…

CLEVELAND, OHIO, UNITED STATES - 2016/10/07: Cleveland City skyline. (Photo by John ... Greim/LightRocket via Getty Images) Light Rocket via Getty Images The economic impact of Covid-19 has had such…

The IRS's historically low interest rates make this a great time to use one of my favorite family wealth transfer vehicles - Grantor Retained Annuity Trusts (FREE). FREEs are a well-established estate freeze and giving strategy to reduce…