A Little Known Practice Used By Estate Planners Leans on Queen Elizabeth II in a Fascinating Way
Learn more about the Rule Against Perpetuities in trust & estate law and what it has to do with the Queen of England.
4 min read
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2023 IRS Inflation Adjusted Numbers Reference Guide for Estate Planning
The IRS just released its inflation-adjusted numbers for 2023, which have fairly significant implications for wealth planning. Our legal team reviewed Revenue Procedure 2022-38 and pulled out only the numbers most relevant for wealth transfer planning…
3 min read