Category: Estate Planning
Gift, Estate, and Generation-Skipping Transfer Tax Update: Estate Planning in 2022 and Beyond
The proposals in early versions of the Build Back Better Act had estate planners and American taxpayers on edge throughout 2021. While 2022 is well under way with no major …
What Is Long Term Care
What is Long Term Care? And Why Should We Plan For It? What is Long Term Care? Long term care happens in that phase of life when a …
Trustee Duties
Duties of a Trustee As a trustee, you have been named to manage assets, funds, or property for someone else, which makes you a fiduciary. Fiduciary means the …