By LAUREN FOSTER | Barrons It’s easy for trustees to botch their roles. Here’s how to avoid the common pitfalls. Trust and estate planning often comes down to three questions: Who gets what? How do you minimize taxes? And, once a trust has been set up, who is in control? Unfortunately, it’s easy for a family [...]
Planning allocations between entities and beneficiaries is even more critical with higher tax rates on the horizon. By Sonja Pippin, Ph.D. – Journal of Accountancy New tax laws will have a significant impact on the taxation of trusts. If you, or someone you know, is acting as trustee to an irrevocable trust, then you need [...]
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