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Use It or (Potentially) Lose It: Inflation Hikes Provide Unprecedented Estate Planning Opportunities

There are more estate planning opportunities as a result of inflation-adjusted figures recently released by the IRS. The gift, estate, and generation-skipping transfer (“GST”) tax exemption amounts are each increasing to...more

COVID-19 Coronavirus: Historically Low Interest Rates are Ideal for Estate Planning

Interest rates that are used for loans to family members, loans to trusts and to value gifts to certain trusts have been further reduced as a result of market conditions driven by the COVID-19 pandemic. These historically low...more

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