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
February 5, 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 ...
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Converting a Regular IRA to a Roth IRA
February 1, 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 you ...
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As of January 1, 2010, the Federal Estate and GST Taxes Were Repealed – What Does This Mean For Your Estate Planning?
January 25, 2010
As you may be aware, as of January 1, 2010, the federal estate and generation-skipping transfer (“GST”) taxes were repealed for one year, under a ...
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New Alert: As of January 1, 2010, the Federal Estate and GST Taxes Were Repealed – What Does This Mean For Your Estate Planning?
January 15, 2010
As you may be aware, as of January 1, 2010, the federal estate and generation-skipping transfer (“GST”) taxes were repealed for one year, under a ...
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