When an irrevocable trust makes a distribution, it deducts the income distributed on its own tax return and issues the beneficiary ...
The SECURE and RESA acts are currently being considered in Congress. These acts may impact stretch IRAs. A stretch IRA is an ...
A recent nj.com recent post asks, “Will the IRS know if I gift money to my grandchildren?” The article explains that federal and ...
A dynasty trust is a trust that lasts longer than one generation below that of the grantor. This trust can be a worthwhile estate ...
If you haven’t looked at your will or estate plan lately, now is a good time to do so. Wealth Advisor recently published an ...
Life insurance trusts have long been hailed as a smart way to provide financial protection for loved ones, while simultaneously ...
