Digital Assets

RUFADAA Explained

In this digital age, passwords, electronic banking information, and other digital assets have become an important part of estate planning in the 21st century. With

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Tax Planning
Estate Planning

Tax Reporting With Trusts

This is the second in a three-part series on the taxation of trusts. The first part reviewed how a trust can be “substantially owned” by

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Attorney Client Meeting
Estate Planning

Use It Before It’s Gone

The current estate tax exemption is $11.7 million. This is a record high. The “permanent” exclusion is $5 million and is adjusted for inflation from

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