Tag Archives: estate tax
The Beauty of an Intentionally Defective Grantor Trust
Attorneys love to coin new acronyms for the various tools available to help in clients’ Estate Planning. I like to refer to this as an “I DiG iT” or IDGT. This trust can prove to be an extremely effective tool … Continue reading
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Tagged control assets, estate tax, grantor, Greg Armstrong, IDGT, Intentionally defective grantor trust, Planning Solutions Group, PSG, trust
Estate Tax Alert
In December of last year, Congress passed legislation that drastically changed the estate tax laws. These changes provide some of the best planning opportunities I have seen in 22 years. Now, under the budget negotiations, these benefits may be eliminated … Continue reading
Posted in Uncategorized
Tagged death tax, estate tax, gift tax, Maryland, Planning Solutions Group, PSG, state death tax, trust
Tax Rules Relating to Qualified Plans and IRA’s
Many clients are surprised by how complicated the tax rules are as they relate to Qualified Plans and IRA’s. These plans are the best way to save money for retirement, but may be heavily taxed if you are unaware of … Continue reading
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Don Hannahs
Tim Kvech
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Larry Briskin
Bob Carson
Brandon Butler
Rebecca Hayes
Richard Osikowicz
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Chris Dionot
Gregory P. Armstrong
