Family Bank Trust
Family Bank Trust Any person currently may make a tax-free gift of up to $14,000 each year to anyone he…
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Should You Consider an IRA Trust for Your Estate Plan?
Should You Consider an IRA Trust for Your Estate Plan? The biggest advantage of IRAs and other tax-deferred retirement savings…
Spendthrift Provisions in Trusts
Spendthrift Provisions in Trusts provision? It is language contained within a revocable or irrevocable trust that limits the beneficiary’s legal…
8 Estate Planning Things to Do Before You Travel
8 Estate Planning Things to Do Before You Travel My colleague and friend, Jim McVittie, of Portland, Oregon, has posted…
Estate Planning Checkup
Estate Planning Checkup Mid-year is a good time to review your existing estate plan to ensure that it is up-to-date.…
New IRS Ruling Extends Deadline to Elect Portability on Behalf of Surviving Spouse
New IRS Ruling Extends Deadline to Elect Portability on Behalf of Surviving Spouse The IRS recently issued Revenue Procedure 2017-34…