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Estate Planning and Tax Practitioners Beware! IRS Offshore Trust Compliance Approaches.

On behalf of Moses Estate Planning | Mar 11, 2019 | Estate Planning

A kind reminder to fellow Estate Planning and Tax practitioners that March 15th is the deadline for filing IRS Form 3520-A, the Annual Information Return of Foreign Trusts with a U.S. Owner (or filing an extension via form 7004). The IRS requires the 3520-A to be...

Do I need a Revocable Living Trust or a Will? Key Advantages and Disadvantages of both.

On behalf of Moses Estate Planning | Mar 8, 2019 | Estate Planning

In a nutshell, wills are simpler, shorter, and often times less costly. A properly drafted Will allows you to pick the beneficiaries you want to inherit your property at your death. However, a Will still has to run through the Probate system, which can cost time and...

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