Current Hot Topics

Current Hot Topics

WHAT TO DO NOW: INTER VIVOS REVERSE QTIP MARITAL TRUST WORTH CONSIDERING NOW

Timely Estate Planning Tool Facing Tax Reform An intervivos reverse QTIP Marital Trust is a timely…

CLIENTS SECURE FAVORABLE IRS RULINGS ON QPRTs, PRESERVING HOMESTEAD STATUS

Timely Action Can Substantially Reduce Property Tax Increases On Expiration Many clients with taxable estates…

“MADOFF” CASE MAY FOLLOW PATH OF “BARLOW CLOWES,” TWO DECADES LATER

Participants Who Turned A “Blind Eye” May Be Chased For Years The Madoff ponzi scandal…

NEW FLORIDA HOMESTEAD AND PROPERTY TAX LAW

“Amendment One” Criticized And Controversial Florida voters this year approved Amendment One, a significant change…

DISPARITY BETWEEN STATE AND FEDERAL ESTATE TAX EXEMPTIONS RISE

Effects Of Decoupling Increases In Many States The disparity between the federal and state death…

CLEARING AWAY CONFUSION ON FDIC AND SIPC PROTECTION

What You Need To Know And How You Can Enhance Your Protection With recent bank…

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