Tag Archives: Tax

Trusts, Obamacare, and the New Tax Act

Posted on January 22, 2013 by Steve Masterson

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 , , , , | Leave a comment

Portability of Estate Tax Exemption

Posted on August 17, 2011 by Steve Masterson

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 , , , | Leave a comment