We regularly use the term “estate” when discussing planning and estate tax issues. However, we are speaking about a taxable estate in these circumstances. A “probate estate” is very different from a taxable estate, and is legally administered by state law. (more…)
Beware of the New Tax Law’s Impact on Trust and Estate Income
In this podcast, Chris Madrid from our Family Wealth and Individual Tax Planning Group discusses important modifications the Tax Cuts and Jobs Act made to the income taxation of trusts and estates for 2018 and beyond.
Read the Beware of the New Tax Law’s Impact on Trust and Estate Income article.