P-Tax Planning

Historically Low Interest Rates Create Incredible Planning Opportunities for Those Who Act Quickly

September 23, 2011

The major, but temporary, changes to the federal gift, estate, and generation-skipping transfer (“GST”) tax laws which were part of the December 17, 2010, tax ...

2010 Tax Act and Videos

August 5, 2011

For this edition of our monthly Newsletter, the Passionate Estate Planner, we are going to try something different. Richard recently gave a speech at the ...

Possibly the Best Way to Pass Assets to Your Children or Other Loved Ones: GST Planning – Part One

June 29, 2011

Eventually, we all pass on. At that point, assuming we didn’t die broke, we will usually leave some form of inheritance to people who survive ...

Possibly The Best Way to Pass Assets On To Your Children or Other Loved Ones: GST Planning – Part Two

June 29, 2011

In our last newsletter, we introduced the concept of “GST planning,” which is, in essence, estate planning using the generation-skipping transfer (“GST”) tax exemption ...

2011 & 2012: The Golden Gifting Years

February 1, 2011

As you should now know, The Tax Relief, Unemployment Insurance, and Job Creation Act of 2010 (the “2010 Tax Act”) became law December 17, 2010, ...

To What Extent Should You Rely On Temporary Wealth Transfer Tax Changes Made By the 2010 Tax Act?

January 1, 2011

The Tax Relief, Unemployment Insurance, and Job Creation Act of 2010 (the “2010 Tax Act”) was signed into law by President Obama on December 17, ...

Year End Planning Opportunities

December 1, 2010

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

November 1, 2010

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 ...

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