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Tag: Intra-Family Loans

Tax Planning Strategies for 2021

Written by Kevin Quinn on March 24, 2021. Posted in Estate Planning, Tax Planning, Trusts.

“Although uncertainty surrounding the likelihood of tax reform continues for the moment, there are still several...

Annual Exclusion, Estate Planning Attorney, Gift and Generation-Skipping Transfer, Grantor Retained Annuity Trusts, GRATs, GST, Intra-Family Loans, Irrevocable Trusts, Sale To Grantor, Tax Exemptions

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Estate Planning Options to Consider in Uncertain Times

Written by Kevin Quinn on June 5, 2020. Posted in Asset Protection, Beneficiary Designations, Business Succession Planning, Charitable Giving, Current Affairs, Estate Planning, Giving, Health Care Directives, Inheritance, LCPC, LGBT, Miscellaneous, Power of Attorney, Real Estate, Retirement Planning, Special Needs Planning, Tax Planning, Trusts, Wills.

“External events that cause reflection are good reminders to update estate planning documents.” Now is a good time...

Beneficiaries, Estate Planning Attorney, Executors, Grantor Retained Annuity Trusts, GRATs, Healthcare Power of attorney, IDGTs, Intentionally Defective Grantor Trusts, Intra-Family Loans, Mortgage Refinancing, Trusts, Wills

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