About Brian S. Coursey
Authored 1 article.
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Hull Barrett: Federal Estate Tax is No Longer the Biggest Concern
Features, May 02, 2016
As many of you have heard, recent tax law changes are turning traditional estate planning on its head – causing a shift in attention from an estate tax focus to an income tax focus. Planning techniques long considered wise – e.g., shifting wealth to younger generations while senior family members are still alive or automatically leaving assets to a bypass “credit shelter” trust – may no longer be necessary to save estate tax and could now leave many families paying income tax they would not otherwise owe.