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Elder Law Estate Planning Legal Topics

Should You Go with a Living Trust?

trust_135789295Is a revocable trust—sometimes called “a living trust”—right for you or your client?

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Business Law Estate Planning Legal Topics Tax Law

Both a Borrower and a Lender Be: Using Graegin Loans to Pay Estate Tax

In the too-good-to-be-true department of estate planning, it is sometimes possible to take a loan from a family trust or other entity controlled by the decedent and family members to pay estate tax and deduct the interest on the estate tax return. Such loans are very useful when the estate or trust needs liquid assets and money is available from other sources to pay estate taxes.