Tax Planning

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 ...

The Benefits of Proper Estate Planning (Updated February 2023)

May 5, 2011

To see what happens without proper estate planning, let us consider a common family situation. Assume that you own most or all of the significant ...

Charitable Giving and Social Capital

April 25, 2011

“Social capital” is essentially money or other assets which will be used for activities which benefit either the government or society. When you pay taxes, ...

Goals of Estate Planning

April 25, 2011

1. To Select And Empower Trusted Individual(s) To Handle Your Affairs If You Become Incapacitated. Estate planning deals in part with providing for your own ...

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, ...

2011 and 2012 May Be The Golden Gifting Years

February 1, 2011

The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the “2010 Tax Act”) made a significant number of changes to the federal ...

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