Wills, Trusts & Estates Publications
Insights
- The Impact of Divorce on Estate Planning and Wealth Management – Webinar Continue Reading ›
- Smaldino v. Commissioner, an Estate Planning Cautionary Tale A recent Tax Court case, Smaldino v. Commissioner, T.C. Memo. 2021-127 (November 10, 2021) emphasizes the need to ensure that the phases of
- Increased Tax Exemptions for 2022 The federal estate and gift tax exemption (known as the "basic exclusion amount") has increased to $12.06 million per taxpayer in 2022. The exemption