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…

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…