Pursuant to Internal Revenue Code Section (“Code §”) 2801, if you are a “U.S. Beneficiary” - who is the recipient of a gift or bequest from, or a distribution from a trust established by, a former U.S. citizen or former Green...more
The recent volatility in the stock market, ongoing trade wars, and talks of further increases to the federal debt ceiling have intensified concerns in recent months around economic uncertainty and the risk of recession. ...more
5/9/2025
/ Beneficiaries ,
Budget Reconciliation ,
Estate Planning ,
Estate Tax ,
Gift Tax ,
High Net-Worth ,
Interest Rates ,
Tax Cuts and Jobs Act ,
Tax Exemptions ,
Tax Planning ,
Trusts ,
Wealth Management