Wealth Strategies Journal

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Tag: Shayne

Many Estate Plans Need to be Re-evaluated in Light of Changes in the Tax Laws

By David Shayne

Bypass Trust

Since 1998 at least when the federal estate tax exemption was $625,000, a bypass trust (frequently called a “credit shelter trust” or “family trust”) has been an almost invariable component of a married person’s estate plan. Moreover, the customary formulation gears the size of the … Continue reading

Do You Have a CDA Plan?

By David Shayne and Sarah Butters

More and more today, we have online accounts. We pay our bills, send and receive email, subscribe to publications, store photos and use the web to keep track of our bank and brokerage accounts. Many of us have email and social media accounts and … Continue reading