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PRESERVATION - Family Wealth Protection & Planning Blog

Articles: 1-10 of 153

IRS Releases 2024 Inflation-Adjusted Numbers

USA - November 16 2023 The IRS recently released Revenue Procedure 2023-34, which outlines the annual inflation adjustments to various Internal Revenue Code provisions…

Benefits of a Trust Protector

USA - May 18 2023 Making changes to an irrevocable trust can be difficult. Even minor or administrative changes can require court approval and consent of all…

IRS publishes AFRs for April 2023

USA - March 31 2023 The Internal Revenue Service has released the Applicable Federal Rates (AFRs) for April 2023. AFRs are published monthly and represent the minimum…

IRS releases AFRs for March 2023

USA - February 27 2023 The Internal Revenue Service has released the Applicable Federal Rates (AFRs) for March 2023. AFRs are published monthly and represent the minimum…

Don’t forget the 65-day rule March deadline as an opportunity for tax savings

USA - February 16 2023 How many times have you prepared your income tax returns for the previous year, only wishing you knew then what you know now, so you could go back…

IRS announces AFRs for February 2023

USA - January 26 2023 The Internal Revenue Service has released the Applicable Federal Rates (AFRs) for February 2023. AFRs are published monthly and represent the minimum…

Secure 2.0 Act: Key Takeaways Affecting Retirement Plans

USA - January 6 2023 The SECURE 2.0 Act of 2022, signed into law by President Joe Biden on December 29, 2022, makes significant changes to the administration and taxation…

IRS publishes AFRs for January 2023

USA - January 2 2023 The Internal Revenue Service has released the Applicable Federal Rates (AFRs) for January 2023. AFRs are published monthly and represent the minimum…

IRS releases AFRs for December 2022

USA - November 29 2022 The Internal Revenue Service has released the Applicable Federal Rates (AFRs) for December 2022. AFRs are published monthly and represent the minimum…

Supplemental Needs Trusts: Providing for Beneficiaries with Disabilities

USA - November 3 2022 Sometimes leaving an inheritance to a loved one who has a disability can do more harm than good. Many public benefits programs have asset limitations…