-Nov 14, 20184 minResurrection of Estate TaxWhat 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...
-Nov 14, 20182 minNew IRA opportunities in Estate PlanningEstate planning options for clients with qualified retirement plans (e.g. 401(k), 403(a) or (b), 457(b) plans) have historically been...
-Nov 14, 20184 minYoung 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,...
-Nov 14, 20184 minEstate Planning: Things to ConsiderEstate planning requires consideration of both tax and non-tax issues. In most cases, non-tax issues are more important. Here some basic...
-Nov 5, 20182 minEstate Planning for PetsIn December 2007, the Editors of Fortune Magazine ranked Leona Helmsley’s decision to leave her Maltese, Trouble, a $12 million trust...