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2012 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 ...
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Planning For Married Couples After the 2012 Tax Act: Should You Transfer Assets to Your Spouse Outright or in Trust?

July 30, 2013
In this installment of the Passionate Estate Planner, we consider one of the fundamental estate planning questions that married couples need to answer: Whether assets ...
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Navigating the Estate Planning Pitfalls Created by the Taxpayer Relief Act of 2012

February 27, 2013
As the bar for “wealth” moves north many individuals we meet are lulled into thinking that complex estate planning strategies are reserved for those other ...
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The American Taxpayer Relief Act of 2012: Estate Planning Game Changer?

January 25, 2013
On January 2, 2013, President Obama signed The American Taxpayer Relief Act of 2012 (the “2012 Tax Act”). Among its many provisions, the 2012 Tax ...
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