September 2024

Authored by Mark Lobb Most estate tax planners and their clients have been focused on the expiration of the Tax Cuts and Jobs Act (TCJA).  The TCJA expires at the end of 2025.  In 2025, the gift and estate tax exclusions will exceed $14 million per person.  On January 1, 2026, the gift and estate […]

Authored by Haley Price Trust protectors play a key role in the administration and maintenance of trusts. They provide greater flexibility and a layer of oversight that not only enhances the longevity and effectiveness of trusts, but also ensures that the grantors’ wishes are honored over time. Trust protectors are appointed to oversee the trustee’s