Estate Planning

Gifting Property in Anticipation of Reduction of the Federal Estate and Gift Tax Exclusion Amount Is Ill-Advised in Most Cases

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

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

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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Dunn Media, LLC

New Thinking in Estate Planning for Husband and Wife

A separate, revocable trust for each spouse has been my standard practice in estate planning for a married couple.  This ...
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