Author's articles

Disclaiming An Inheritance
By Alan Olsen · 15 years ago
Many married couples structure their estate plan to leave all of his or her assets to the surviving spouse in order to take advantage of the unlimited marital deduction. This move will reduce the size ...
Tax Strategies for the Wealthy: Qualified Personal Residence Trust (QPRT)
By Alan Olsen · 17 years ago
Wealth management is an important issue for those with substantial assets to protect. Many people incorrectly assume that their estates will escape federal estate tax as a result of underestimating what their principal residence will ...