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Tag Archives: Tax
Trusts, Obamacare, and the New Tax Act
Trusts, Obamacare, and the New Tax Act As pointed out in the article in Forbes, to which I’ve linked in the title of this post, both the 3.8% surcharge on investment income required by Obamacare and the tax increases on … Continue reading
Posted in fiduciary, Prudent Investor Rule, Trust, Trust Administration, trustee
Tagged fiduciary, Obamacare, Tax, trust beneficiary, trustee
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Portability of Estate Tax Exemption
Since the current estate and gift tax structure sunsets in less than 15 months, high net worth families must take advantage of the window of opportunity. The portability of the federal estate tax exemption is one area of opportunity. Check … Continue reading
Posted in Estate Planning, Estate Tax
Tagged estate tax, estate tax exemption, Gift tax, Tax
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