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...