Power of the Grantor Trust – IRS issues PLRs on Life Insurance Planning and dread Transfer For Value rules
Based upon recent IRS guidance, Grantor Trust status is a powerful tool in providing estate planning flexibility. An oft used...
House of Oscar De La Renta – Loss of timeless icon provides planning lessons for family business owners and advisors.
Business & estate planning impacts much more than just numbers as typified with the loss of storied personality and icon,...
Question: Can I gift my house to my kid?
Generally, any property can be transferred inter vivos, or during life, to anyone that a tax payer desires. The question...
Business owners who use IRAs as cash reserve may want to consolidate IRAs – IRS to follow Tax Court ruling on IRA one-rollover-per-year rule
In Announcement 2014-15 the IRS indicated that it will allow only one tax free roll-over-per-year from all of a taxpayer’s...
Elder Abuse in San Mateo County – What to look for, who to call & the importance of the Power of Attorney for mom
Tonight the Peninsula Estate Planning Council welcomed San Mateo Deputy District Attorney Tara Heumann’s presentation on “Elder and Dependent Adult...
Protection through Limited Liability Entities
Shareholders in C or S corporations or members in LLCs typically receive strong protections when operating their business. Where formalities...
New Client Questionnaire
New Client Questionnaire
Protection Planning is like a Seatbelt – Just CLICK IT.
When we get into a car, we are required by state law to wear a seatbelt. Government studies have shown...
What is a trust?
What is a trust? This is a question that is often heard from clients in our first meeting. A trust...
September Newsletter
Below, please find the Rodnunsky & Associates September Newsletter. Button Title