Tax Planning

Inheritance Taxes: The Tax that Keeps on Taking

Most people are familiar with estate taxes—taxes levied by either the federal government or the states (or both) on estates before disbursement to heirs. State ...
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Navigating the Estate Planning Pitfalls Created by the Taxpayer Relief Act of 2012

As the bar for “wealth” moves north many individuals we meet are lulled into thinking that complex estate planning strategies are reserved for those other ...
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The American Taxpayer Relief Act of 2012: Estate Planning Game Changer?

On January 2, 2013, President Obama signed The American Taxpayer Relief Act of 2012 (the “2012 Tax Act”). Among its many provisions, the 2012 Tax ...
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Importance of Proper Asset Ownership and Beneficiary Designations

This installment of the Passionate Estate Planner is a reminder that a well done estate plan includes not only properly prepared legal documents, but also ...
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Courts Rule Against IRS in Defined-Value Transfer Cases; Clear the Way for Using Hard to Value Assets to Optimize 2010 Tax Act Gifting Possibilities

Alpharetta, Georgia—May 9, 2012—Defined-value transfers, a mechanism for gifting hard-to-value assets, has long been a target of the IRS, with the agency often arguing the ...
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The 2010 Tax Act, Gifts, and Perpetual Dynasty Trusts – The Perfect Estate Planning Combination

One of the many provisions of the tax law which became effective on December 17, 2010 (the “2010 Tax Act”) was a provision which effectively ...
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Long-Term Trust-Based Planning Makes Focusing on Intent More Important

What is your true estate planning intent? Let this question sink in for a moment, then think about it again: What is your true estate ...
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Historically Low Interest Rates Create Incredible Planning Opportunities for Those Who Act Quickly

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 ...
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