Estate Planning

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...

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...

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,...

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...

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...