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Notes from Derek
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Decoding the IDGT Debate: IRS Revenue Ruling 2023-2 and Its Impact on Estate Planning
Discover the implications of IRS Revenue Ruling 2023-2 on Intentionally Defective Grantor Trusts (IDGTs). The ruling clarifies that gifted assets to an IDGT are taxable to the grantor for income tax but do not receive a step-up in basis upon the grantor’s death. Learn how this affects estate planning strategies and asset protection for beneficiaries.
The Interplay of Directive to Physicians, Healthcare Power of Attorney, and POLST Forms in Washington State: A Story of Collaboration
The Interplay of Directive to Physicians, Healthcare Power of Attorney, and POLST Forms in Washington State: A Story of CollaborationIn the realm of healthcare, making decisions about future treatment options can be a complex process. It requires a deep understanding...
Peace of Mind for Parents: The Importance of College Student Estate Planning
Amidst the preparations of sending your child to college, estate planning might not be top of mind. However, even young adults can benefit from basic estate planning, including documents like Durable Power of Attorney, Living Will, and HIPAA Authorization. Ensuring their wishes are respected and interests protected, this process fosters independence and prepares them for the responsibilities of adulthood.
Anita’s Blog
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