Articles 2010
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 …
Major (But Temporary) Changes Just Made to the Estate Tax, Gift Tax, and Generation-Skipping Transfer Tax Laws
Just past midnight on December 17, 2010, the federal House of Representatives voted to pass “The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act …
Year End 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 …
Roth IRAs – Planning Beyond the Basics
Roth IRAs can be an incredible investment vehicle. Roth IRAs provide the potential for you to make investments and enjoy the results without any income …
Incredible Tax Planning Opportunities Available For Those Who Act Now!
While the current state of the economy has many negatives, including depressed asset values and historically low interest rates being paid on savings, some of …
The Time to Act is Now For Incredible Tax Planning Opportunities
What do you get when you mix low business, real estate, and other asset values with historically low interest rates and a historically low gift …
Collaborative Process – The New Alternative Legal Process for Amicably Resolving Disputes
As we discussed in our July 2010 newsletter, disputes relating to probate, or to the administration of an estate or trust, can and often do …
Estate & Trust Disputes: Common Types and How to Avoid Them
Disputes over a loved one’s estate or trust can be incredibly destructive to both assets and relationships. They can also result in the destruction of …