Finance News

Capital Gains and Estate Planning

First, do no harm.

logo.png  By NB  Nov 29, 2023

The Unexpected Half-Life of A Terminating Grantor Trust or QSST

Focus on preventing an inadvertent end to S corp status.

logo.png  By NB  Nov 29, 2023

Pre-Mortem Will Validation

A few jurisdictions allow testators to road test their estate planning.

logo.png  By NB  Nov 29, 2023

Yes Virginia, Trustees Have a Duty to Minimize State Income Taxes on Trusts

An argument as to why fiduciaries can’t ignore this analysis.

logo.png  By NB  Nov 29, 2023

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