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U.S. Supreme Court Rules Insurance Proceeds Included in Estate

The Estate Planner
 
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Wealth Management Morning Memo

JUNE 12, 2024

U.S. Supreme Court Rules Insurance Proceeds Included in Estate

John S. Kiely

Corporation redemption obligation isn’t a liability that reduces the value of the decedent’s shares

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The late musician's Beverly Hills home is at the center of the dispute.

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Gift-Splitting for Transfers to Trusts

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Take care when a spouse is a beneficiary.  

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Using BDOTs for Optimal Asset Protection And Income Tax Minimization

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The best of both worlds.  

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