2010 Tax Act

The Essence of Estate Planning: Let the Journey Begin

May 8, 2014

At its most fundamental level, estate planning is about controlling the otherwise-uncontrollable. Death is inevitable; disability is increasingly probable as we age. When death or …

Time is Running Out for Those Who Want to Save Taxes and Provide Huge Benefits to Their Loved Ones!

March 23, 2012

As readers of our newsletter should already be aware, the 2010 Tax Act is set to expire, or “sunset,” at the end of 2012. This …

The 2010 Tax Act, Gifts, and Perpetual Dynasty Trusts – The Perfect Estate Planning Combination

January 31, 2012

One of the many provisions of the tax law which became effective on December 17, 2010 (the “2010 Tax Act”) was a provision which effectively …

2010 Tax Act and Videos

August 5, 2011

For this edition of our monthly Newsletter, the Passionate Estate Planner, we are going to try something different. Richard recently gave a speech at the …

2011 & 2012: The Golden Gifting Years

February 1, 2011

As you should now know, The Tax Relief, Unemployment Insurance, and Job Creation Act of 2010 (the “2010 Tax Act”) became law December 17, 2010, …

2011 and 2012 May Be The Golden Gifting Years

February 1, 2011

The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the “2010 Tax Act”) made a significant number of changes to the federal …

To What Extent Should You Rely On Temporary Wealth Transfer Tax Changes Made By the 2010 Tax Act?

January 1, 2011

The Tax Relief, Unemployment Insurance, and Job Creation Act of 2010 (the “2010 Tax Act”) was signed into law by President Obama on December 17, …

You Need to Act Now if You Want to Take Advantage of Certain Year-End Estate & Tax Planning Opportunities!

December 27, 2010

As noted in the News Alert we sent out on December 20, 2010, the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 …

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