Credit Shelter Trust

Type: Keyphrase
Name: Credit Shelter Trust
First reported Jul 29 2014 - Updated Jul 29 2014 - 1 reports

Conventional wisdom in estate planning needs a change

This copy is for your personal, non-commercial use only. To order presentation-ready copies for distribution to your colleagues, clients or customers, click the "Reprints" link at the top of any article.Planning opportunities to weigh while the $5.34 ... [Published LifeHealthPro - Jul 29 2014]
First reported Jul 25 2014 - Updated Jul 25 2014 - 1 reports

The DSUE Coin Flip

Both at the planning stage and at the death of the first spouse, an estate planner must consider what role, if any, the ability to use the estate tax exemption of the first to die should play. 1 An estate may be so large that the deceased spouse’s exemption ... [Published WealthManagement.com - Jul 25 2014]
First reported Jul 25 2014 - Updated Jul 25 2014 - 1 reports

Greenwich property transfers — July 11 to July 17

The following property transfers were recorded in the office of the town assessor between July 11 and July 17:18 Bryon Road — Mario and Beverly Espinosa to Scott Scharfman, $3,100,000.17 Canterbury Lane — Christian and Jennifer Amantea to Lihong D’Angelo ... [Published Greenwich Post - Jul 25 2014]

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Conventional wisdom in estate planning needs a ... [Published LifeHealthPro - Jul 29 2014]
The DSUE Coin Flip [Published WealthManagement.com - Jul 25 2014]
Greenwich property transfers — July 11 to July 17 [Published Greenwich Post - Jul 25 2014]
Franklin County Deed Transfers for the week of ... [Published Chambersburg Public Opinion - Nov 29 2013]
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