“Won’t these heavy taxes quite ruin the country?” Benjamin Franklin, The Way to Wealth (1758) What is the Point of a Charitable Remainder Annuity Trust (CRAT)? Let’s break it down. Assume you are contemplating giving […]
by Is it a good idea for income and estate tax purposes to deed property to a child while I am alive? Consider the following as a test case: I have one child to whom I […]
by Beginning for deaths after December 31, 2019, the stretch IRA for inherited IRAs will be replaced with a ten-year rule for most beneficiaries (exceptions below). How Long Do I Have to Withdraw Funds From […]
by Here’s an example of attempted real estate wire fraud from a Forbes, May 2019 article, Real Estate Wire Fraud is Real – And it Almost Happened to Me It all started with an email. I […]