May 12, 2016
2016 marks the 100 year anniversary of the Estate Tax! The tax first got started to help fund World War I. Learn the history and the possible futures of the estate tax and how it could affect you. Steve and Sinclair review a Wall Street Journal report. Then estate planning attorney Richard Dwornik reviews several cases where husband and wife have separate trusts--is it a good idea or a bad one. Hear one story that may surprise you.