Insights on Wealth Transfer Strategies

77 total results. Page 4 of 4.

Alerts
2021 Estate Planning Outlook: Transfer Tax Changes on the Horizon
Thomas W. Abendroth, Melisa Seyhun

The big question in the estate planning world today is whether, when, and to what extent Congress will enact changes to gift, estate, and income tax laws.

Alerts
Enhanced Opportunity for GRATs as a Powerful Estate Planning Technique
Thomas W. Abendroth, Kristen Hosack Pace, Allison K. Pfeifle

The Internal Revenue Service (IRS) just released one of the all-time low interest rates applicable to certain wealth transfer techniques, including grantor retained annuity trusts (GRATs).