2. When it comes to this "friend," I am concerned that there is a trick waiting for me. In hindsight, he's been overly helpful with repairs to her house although the items in my mind are de minimis, ...

The IRS has published a private letter ruling on Section 2601 determining that certain trust modifications set forth in a supplemental settlement agreement will not cause the trust to lose ...

Genner, CEO of Trust Stamp, announced, “As our shareholders and observers know, our reverse split will be effective for trading on January 6, 2025. The reverse split process was formally started on ...

Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 5.2%, an increase from the ...

As we approach the end of 2024, I asked our state legislators to share what they were most proud of in their work in ...

California would like to crack down on a type of trust that lets the very wealthy avoid state income and federal gift taxes.