Resources

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Gift Now! Before Basic GST Exclusion Amounts Sunset

Added 4/18/2024

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Morrissette Case - Intergenerational Split-Dollar Tax Court Case

Added 4/18/2024

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The Benefits of a SLAT: Efficiency & Access

Added 4/18/2024

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Planning For a Market Downturn

Added 2/13/2024

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2024 Tax Reference Guide

Added 1/4/2024

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Connelly Case - Life Insurance Proceeds - Increase Value of Decedents Business Interest

Added 9/25/2023

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Leverage Increases to Gift, Estate, & GST Exemptions

Added 9/15/2023

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The GRAT Enhancement Strategy

Added 8/17/2023

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Life Exemptions for Estate Planning

Added 2/16/2023

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2023 Tax Reference Guide

Added 1/25/2023

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Legislative Update: Consolidated Appropriations Act of 2023

Added 1/12/2023

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