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    • Nov 14, 2018
    • 4 min

    Resurrection of Estate Tax

    What is the estate tax? The federal estate and gift tax is a unified tax on the value of all gifts made by individuals during their lives...
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    • Nov 14, 2018
    • 2 min

    New IRA opportunities in Estate Planning

    Estate planning options for clients with qualified retirement plans (e.g. 401(k), 403(a) or (b), 457(b) plans) have historically been...
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    • Nov 14, 2018
    • 4 min

    Young Adults: Do you really need an estate plan?

    Few young people are likely to be obsessed with what happens when they die and regard estate planning as an issue for older people. Yet,...
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    • Nov 14, 2018
    • 4 min

    Estate Planning: Things to Consider

    Estate planning requires consideration of both tax and non-tax issues. In most cases, non-tax issues are more important. Here some basic...
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    • Nov 5, 2018
    • 2 min

    Estate Planning for Pets

    In December 2007, the Editors of Fortune Magazine ranked Leona Helmsley’s decision to leave her Maltese, Trouble, a $12 million trust...
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