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Wealth Management Update

USA - November 3 2020 November 2020 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts AFRs Certain...

Lindsay A Rehns, Albert W Gortz, Mitchell M Gaswirth, Andrew M Katzenstein, Nathaniel W Birdsall.

Personal Planning Strategies

USA - October 7 2020 If you have not already been inundated with invitations to webinars, articles and newsletters regarding the estate planning you should consider doing...

Lindsay A Rehns, Albert W Gortz, Mitchell M Gaswirth, Andrew M Katzenstein, Nathaniel W Birdsall.

Wealth Management Update

USA - October 6 2020 Important federal interest rates continue to hold relatively steady. The...

Lindsay A Rehns, Albert W Gortz, Mitchell M Gaswirth, Andrew M Katzenstein, Nathaniel W Birdsall.

Wealth Management Update - July 2020

USA - July 2 2020 The July Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 0.6, which is identical to the June rate...

Jay D Waxenberg, Vanessa L Maczko, Stephanie E Heilborn, Lindsay A Rehns, Albert W Gortz, Mitchell M Gaswirth, Andrew M Katzenstein, Allison M. Heimann, Henry J. Leibowitz, Nathaniel W Birdsall.

Precious Metals Now Deemed Tangible Personal Property in Florida

USA - July 1 2020 Effective July 1, 2020, there is a new law in Florida (Section 731.1065 of the Florida Probate Code) that treats "precious Metals in any tangible...

Jay D Waxenberg, Vanessa L Maczko, Stephanie E Heilborn, Lindsay A Rehns, Albert W Gortz, Mitchell M Gaswirth, Andrew M Katzenstein, Allison M. Heimann, Henry J. Leibowitz, Nathaniel W Birdsall.