#estate planning
5 articles found
Trust Planning and Taxes in 2026: GRATs, SLATs, Dynasty Trusts, and Grantor Trust Status
How irrevocable trusts are taxed in 2026: compressed trust brackets, grantor trust status, GRAT math and mortality risk, SLAT divorce risk, and GST exemption.
Business Succession Planning: Buy-Sell Agreements, Buyers, and Deal Terms That Protect Value
Succession planning for owners: the Connelly buy-sell trap, 2026 SBA seller note rules, ESOP and installment sale tax rules, and what small businesses sell for.
Financial Planning for High Net Worth Households: 2026 Taxes, Concentrated Stock, State Moves, and Trusts
Planning for households with $1M to $30M in 2026: the SALT cap phase-down, AMT, asset location math, concentrated stock, residency audits, and GRATs.
Charitable Giving in 2026: Donor-Advised Funds, Foundations, Charitable Trusts, QCDs, and the New Deduction Rules
Giving vehicles compared under the 2026 rules: the 0.5% AGI floor, the 35% cap, the non-itemizer deduction, stock gift math, bunching, and QCDs.
Estate Planning in 2026: Wills, Trusts, Beneficiary Designations, and the New Tax Numbers
Core estate planning documents, will vs. trust with probate cost math, beneficiary form traps, inherited IRA rules, and 2026 estate tax figures.