Estate Insights

In today’s interconnected world, cross-border estate planning is an important issue for global families. This is especially true when one or more individuals is a U.S. citizen or green card holder. A coordinated international estate plan is essential for families that face the possibility of a foreign-located decedent, beneficiaries in multiple countries, and/or assets located […]

Partner Paul Chmielewski provides a summary of the rules and new proposed regulations to the law governing IRAs and retirement plans distributions under the Secure Act.

Today’s economic climate is a “wake up” call for anyone involved with the management and operation of a trust. Now is the time to re-evaluate your clients’ trust structures and investments to make sure they don’t have the same experience.

The Green Book contains the Administration’s policy tax and budget policy goals for the coming year. This year’s Green Book proposes significant changes to the current estate tax planning regime.

For the first half of the new decade a married couple may be able to transfer approx. $23 million without triggering any federal estate tax for their heirs.