Tag Archives: Estate Planning (Sentinel)
Balancing the benefits of lifetime gifts and bequests that receive a step-up in basis is a complicated exercise. But taking the time to weigh the benefits and drawbacks of different approaches can help you make the most of the current regulations without neglecting long-term concerns.
Read More
As ESG investing evolves, more people may want their trusts or employer-provided retirement plans to reflect their values. Trustees and managers subject to fiduciary duty should take special care to document their decisions if they incorporate ESG considerations into their investment strategies.
Read More
January 2020 may feel like a long time ago, but it marked a relatively recent update to the rules governing retirement accounts, especially individual retirement accounts. This means that even if you previously decided how to handle your traditional or Roth IRA upon your death, you may need to revisit your plan to ensure it still works the way you intend.
Read More
The future always includes an element of uncertainty, even if the legislative landscape feels relatively stable. Taxpayers may want to take advantage of various strategies to make the most of the current rules while they remain in effect.
Read More
The United States’ diversity, including its religious diversity, is its strength. It also means it is a place where “one size fits all” seldom works.
Read More
Rapper and entrepreneur Rick Ross has long been vocal about entrepreneurship and the importance of generational wealth. He recently demonstrated that commitment with an unusual — and tasty — birthday gift.
Read More
A recent Tax Court decision represented a win for Michael Jackson’s estate and provided a case study in why hard-to-value assets can complicate estate planning.
Married couples may want to consider a qualified domestic trust, or QDOT, to ensure Uncle Sam doesn’t cut in on their estate planning if one of the spouses is not an American citizen.
Read More
Writing a will and developing an estate plan are tasks that linger on to-do lists for months, or even years. January is a great time to begin.
Read More
The trust that will determine the new owner of the Denver Broncos has failed in nearly every way, but it has succeeded in one: as a cautionary tale.
Read More
