As a follow-up, we consulted an attorney and confirmed that code section 2040, 1014, and 2036 would also apply in this scenario and that the joint owner would r...
Yes, I know where you are coming from since I am trustee for several trusts my parents set up 30 years ago for my brother who cannot manage money. We got our es...
Thanks about the reminder for a gift tax return. Isn't the gift tax exclusion equal to the estate tax exclusion? I also posted my original post here on a Facebo...