Throughout history, many cultures have imposed restrictions on the right of an individual to freely bequeath assets. The historical basis of forced heirship was to ...
On Dec. 17. 17, 2010, President Obama signed into law the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the Act). The ...
Over the last few years, there have been several articles written, as well as the issuance of Private Letter Rulings, regarding the potential benefits and ...
Financial professionals do it. Insurance professionals do it. Actuaries certainly do it. Yet we, as tax and estate planning professionals, all too often recommend techniques and strategies without doing ...
“Without gauging risk factors at the outset of our plans, including the client’s willingness and ability to administer an estate plan, it’s impossible to advise a client ...
The current global economic environment demands that legal, accounting and financial professionals be well versed in international tax and estate planning. Sound planning and creative ...