Even if Congress fails to act, in 2026, the current rate sunsets. This cuts rates in half to about $6 million per individual. This blog post discusses ILIT Trusts. So, read on.
Category Archives: Trustee
Estate Planning, Heirs, Retirement, Taxes, Trustee, Trusts
Estate Planning for Disabled or Chronically Ill Beneficiaries
28
May
May
he SECURE Act drastically decreased which individuals could stretch distributions over their life expectancy.
16
Jan
Jan
Unlike other estate planning options, an RLT grants the ability to maintain control and enjoy accounts and property during someone’s lifetime. What’s more, it maintains privacy relative to how to manage accounts and property.
08
Jan
Jan
Name someone to serve with you. This familiarizes your co-trustee with your trust. It also teaches your partner about the way you want the trust to operate. What’s more, it lets you evaluate your co-trustee’s abilities.