My client passed away and left his money outright to his grandson, who is 19 years old. His parents .... ... read on
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Is it a taxable event to transfer a life insurance policy to an ILIT? ... read on
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What are the ramifications of having the children as a beneficiary versus the grandchildren for those things that pass by .... ... read on
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How is the income from a trust taxed? Should I take distributions out or leave in there? What are the .... ... read on
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What happens to loss carry forwards when a person dies? ... read on
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If I have a realized gain in a trust account currently, and I have an unrealized loss in a corporate .... ... read on
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What are the wash sale rules on options? ... read on
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My client wants to gift money for his grandchild into an UGMA. If the UGMA earns money, is this subject .... ... read on
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How does the AMT affect me? ... read on
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How do the taxes in a specific state work and how do they interplay with federal taxes? ... read on
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