More Families Subject to Death Tax Under New DC Law 
In August 2020, the mayor of the District of Columbia signed the “Estate Tax Adjustment Amendment Act of 2020.” This…
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What is a Qualified Domestic Trust
A qualified domestic trust (QDOT) is similar to a QTIP trust in that both trusts allow a taxpayer who survives…
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Why you Should Make an Estate Plan Today
Tony Hsieh, former Zappos CEO passed away last week at 46 after sustaining injuries from a house fire. Hsieh retired…
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Biden’s Tax Plan Threatens to do Away with 1031 Exchange
Joe Biden and his campaign have proposed eliminating the 1031 exchange for real estate investors that make over $400,000 per…
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How a Biden Presidency Could Complicate Your Estate Plan
As former Vice President Joe Biden looks likely to win the 2020 presidential election, it is important to consider how…
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Tax Moves to Make During a Biden Presidency
President-elect Joe Biden has proposed increasing taxes on the wealthiest Americans and corporations in order to generate the massive amount…
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Preparing for a Biden Presidential Win
In 2017, President Donald Trump passed the Tax Cuts and Jobs Act (TCJA). This bill gave large corporations, small businesses,…
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Thirteen Estate Planning Terms You Need to Know
Estate planning—it is an incredibly important tool, not just for the uber wealthy or those thinking about retirement. On the…
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Incentive Trusts
A trust is a binding relationship in which the trustee holds and manages the assets that the grantor places within…
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How to Fund a Living Trust
Why You Should and How to Transfer Assets into a Revocable Living Trust A grantor—also commonly referred to as a…
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