Estate Tax Planning

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FOMO: How the Fear of Missing Out Will Cause Bad Estate Planning Decisions Before the 12/31/2025 Sunset

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steve_oshins_projected_gift_tax_exemptions

The Upcoming 2025 Trust Tsunami and How to Handle it

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Heckerling 2024 Reports from the ABA

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Basis Bump Planning: Using Grandma to Get a Stepped-Up Income Tax Basis

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Saving State Income Taxes: NING Trusts and Completed Gift Non-Grantor Options

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The 2022 Biden Estate Tax Cliff: Preparing After the 1/1/2013 and 1/1/2021 Cliffs

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Which Type of Trust is Most Important for Top 1% Financial Advisors to Know About?

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Situs Your Trust in a First-Tier Trust Jurisdiction

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Trustasaurus: The Gradual Extinction of the Age 25, 30 and 35 Trust

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The 2010-2019 All-Decade Estate Planning Awards

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