significant estate tax reduction

International Tax Planning 101

What’s the difference between residency and domicile for tax purposes? High profile cases such as Prince Harry’s marriage to Meghan Markle made headlines, however, encountering cross-border planning is no longer a rare event. Many non-royal families commonly face complex international tax issues. The importance of developing an estate plan that not only fulfills the multi-jurisdictional […]

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Tax Law Update: February 2020

The past month included important tax law developments that will significantly affect certain individuals. Some of these tax law changes included: dramatic changes to retirement plan payouts, final regulations confirming no estate tax clawback, and a ruling confirming trustee’s severance and spouse’s disclaimer of interest in marital trust.  Final regulations confirm no estate tax clawback—Treasury

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