Estate Planning

Taking Advantage of Temporary Gift Tax Exclusion

Published on August 2, 2013 by

There is an interesting article in the Wall Street Journal today on taking advantage of the temporary gift tax exclusion. The gist of the article is that affluent families are “holding off” from gifting in some circumstances out of either (a) desire to not undermine the work ethic of their ...

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Transferring a Residence for Estate Tax Planning

Published on October 27, 2010 by

There is an excellent article today in the NY Times about transferring one’s residence to loved ones in order to reduce applicable estate taxes.

Although there are no estate taxes this year (UNLESS Congress passes a law retroactively - a lower percentage possibility BUT still possible), next year the tax ...

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Checklist for Probate or Trust Administration

Published on October 19, 2010 by

The loss of a loved one is a traumatic event, and if you have been designated in your recently deceased loved one’s will or trust as the executor of their estate or trustee of their trust it is three times as hard .

You are not only grieving for your ...

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What Should We Do with the Estate Tax?

Published on September 20, 2010 by

There is a dedicated section of the Wall Street Journal today focusing on the estate tax and what Congress should do.

The central argument against the estate tax is that your loved ones should be able to receive what you have already earned and paid numerous levels of tax on.

...

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