Tax Basis

Five Changes Proposed in President Obama’s 2016 Budget That Could Affect Your Estate Plan

Posted on: May 3rd, 2015
The Obama administration recently released its budget proposal for the 2016 fiscal year. As in past years, this budget proposes changes to the laws governing federal estate, gift and generation-skipping transfer (GST) taxes. Several of these changes would raise revenue by limiting the tax benefits achieved by using certain estate planning techniques, while others would decrease exemptions and increase rates. ...

AB Trusts – Do You Need to Get Rid of Yours?

Posted on: July 15th, 2014
Are you married and is the last time you and your spouse updated your estate plan more than a few years ago? Then chances are your estate plan contains good old “AB Trust” planning...
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