Estate Planning

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As of January 1, 2010, the Federal Estate and GST Taxes Were Repealed – What Does This Mean For Your Estate Planning?

As you may be aware, as of January 1, 2010, the federal estate and generation-skipping transfer (“GST”) taxes were repealed for one year, under a ...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New Alert: As of January 1, 2010, the Federal Estate and GST Taxes Were Repealed – What Does This Mean For Your Estate Planning?

As you may be aware, as of January 1, 2010, the federal estate and generation-skipping transfer (“GST”) taxes were repealed for one year, under a ...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

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.