Estate Planning
Gifting Property in Anticipation of Reduction of the Federal Estate and Gift Tax Exclusion Amount Is Ill-Advised in Most Cases
By Stephen J. Dunn |
We have a unified Federal estate and gift tax. When applied to gifts which people make during their lifetime it ...
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Forms 3520 and 3520-A: What You Need to Know
By Stephen J. Dunn |
If you own an interest in a foreign trust, you may be required to file Form 3520, Annual Return To ...
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The Importance of a General Assignment of Assets in Estate Planning
By Stephen J. Dunn |
Avoidance of probate is a key objective of estate planning. Probate is a judicial proceeding which marshals a decedent’s property ...
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New Thinking in Estate Planning for Husband and Wife
By Stephen J. Dunn |
A separate, revocable trust for each spouse has been my standard practice in estate planning for a married couple. This ...
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