We found a match
Your institution may have access to this item. Find your institution then sign in to continue.
- Title
Should Assets Stay in a Nonmarital Trust or Be Distributed to a Surviving Spouse?
- Authors
Reardon, Dennis C.
- Abstract
With the twists and turns that have affected both estate tax planning and income tax planning, certain long-held assumptions may need close examination. A variety of factors may sustain the continuation of a nonmarital trust. However, in certain cases it may be best to reconsider, particularly if the remainder beneficiaries receive no estate tax benefit and wonder why they wound up with income tax expense that could have been avoided.
- Subjects
ESTATE planning; FINANCIAL planning; PERSONAL finance; INCOME in respect of decedent; RETIREMENT planning; UNITED States tax laws; TAX planning; TAX benefits; INCOME tax; TRUSTS &; trustees; WIDOWS; FINANCE
- Publication
Journal of Financial Service Professionals, 2014, Vol 68, Issue 3, p14
- ISSN
1537-1816
- Publication type
Article