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The write stuff: A letter of instructions
The write stuff: A letter of instructions

When you draft an estate plan, the centerpiece is your will or living trust. Such a document determines who...

How long should you retain payroll records?
How long should you retain payroll records?

Employers must exert a certain amount of time and resources to properly retaining their income tax records....

A charitable remainder trust can provide a multitude of benefits
A charitable remainder trust can provide a multitude of benefits

If you’re charitably inclined but concerned about having sufficient income to meet your needs, a charitable...

Tax law uncertainty requires an estate plan that can roll with the changes
Tax law uncertainty requires an estate plan that can roll with the changes

Events of the last decade have taught us that taxes are anything but certain. Case in point: Congress...

A Crummey trust can preserve the annual gift tax exclusion
A Crummey trust can preserve the annual gift tax exclusion

Traditionally, using a Crummey trust is one way taxpayers have made the most of the $14,000 annual gift tax...