2010 Tax Act
The Essence of Estate Planning: Let the Journey Begin
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!
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
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
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
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
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?
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!
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 …