Articles

Planning – Especially Important for Business Owners

Many business owners spend the bulk of their time working to build their businesses. Sadly, too many business owners also fail to spend much, if ...
Read More →

Government Is Cracking Down On Claims of “Independent Contractor” Status

Many individuals work for others under the assumption that they qualify as “independent contractors,” rather than employees. Since many of the rules which apply with ...
Read More →

Window of Opportunity: Convert Traditional IRA to a Roth IRA During 2010

  Converting your investments in traditional IRAs to a Roth IRA during 2010 can be an important planning opportunity for many clients. This conversion allows ...
Read More →

Gifts to Irrevocable Trusts Which Are Intended to Be Fully Exempt from the Generation-Skipping Transfer Tax May Best Be Avoided in 2010

As of January 1, 2010, the federal estate, gift, and generation-skipping transfer (“GST”) tax laws changed significantly. One aspect of these changes has the potential ...
Read More →

Converting a Regular IRA to a Roth IRA

Converting your investments in traditional IRAs to a Roth IRA during 2010 can be an important planning opportunity for many clients. This conversion allows you ...
Read More →

As of January 1, 2010, the Federal Estate and GST Taxes Were Repealed – What Does This Mean For Your Estate Planning?

As you may be aware, as of January 1, 2010, the federal estate and generation-skipping transfer (“GST”) taxes were repealed for one year, under a ...
Read More →

New Alert: As of January 1, 2010, the Federal Estate and GST Taxes Were Repealed – What Does This Mean For Your Estate Planning?

As you may be aware, as of January 1, 2010, the federal estate and generation-skipping transfer (“GST”) taxes were repealed for one year, under a ...
Read More →

Ethical Wills – What you really want to communicate to your loved ones

Wills, trusts, powers of attorney, and advance directives for health care are all legal documents which deal with your assets and your health.  These are ...
Read More →

Request a Consultation

Thank you for completing our consultation form.

Estate Planning Services

Categories
Scroll to Top

This website uses cookies to ensure you get the best experience on our website.