Year End Planning Opportunities
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
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Estate Planning
Incredible Tax Planning Opportunities Available For Those Who Act Now!
While the current state of the economy has many negatives, including depressed asset values and historically low interest rates being paid on savings, some of
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The Time to Act is Now For Incredible Tax Planning Opportunities
What do you get when you mix low business, real estate, and other asset values with historically low interest rates and a historically low gift
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Should I Use a Will or a Revocable Living Trust? Separating Facts From Fiction
You (or someone you know) may have heard that a Revocable Living Trust (often referred to simply as a “Living Trust”) is necessary for everyone.
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Fiduciary Selection — A Critical Part of Any Well-Prepared Estate Plan
One of the most critical decisions you will make in developing your estate plan involves making appropriate selections for the various fiduciary roles under your
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Planning – Especially Important for Business Owners
Many business owners spend the bulk of their time working to build their businesses. Sadly, too many business owners also fail to spend much, if
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Window of Opportunity: Convert Traditional IRA to a Roth IRA During 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
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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
