Tag Archives: Gifting Strategies

Your Estate Planning Goals

POWER POINTS + Estate planning is about much more than just who will receive your assets after death. + Proper estate planning can reduce the cost, time and likelihood of conflict when your assets are to be transferred to your … more

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Mind Your Business Interests

POWER POINTS Whether you run your own business or own a share of a family business, failing to mind your business interests can result in unnecessary, expensive probate proceedings and conflicts amongst your loved ones. How your business interest will … more

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Estate Planning to Keep Your Children Motivated

POWER POINTS: + You want to provide for your children, but you do not want them to depend on their inheritance. + A proper estate plan can limit distributions to your beneficiaries to provide for basic necessities but not luxuries. … more

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IRS, Treasury and Wal-Mart Recognize Same-Sex Marriages

In another significant step following the Supreme Court decision in U.S. v. Windsor, the U.S. Department of the Treasury and the Internal Revenue Service will now recognize legal same-sex marriages for federal tax purposes.1 As discussed in the July 2013 … more

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The Estate of “Tony Soprano”

James Gandolfini, the actor who played “Tony Soprano” on the acclaimed HBO series, The Sopranos, passed away suddenly at the age of 51 in Rome, Italy on June 19, 2013.  Gandolfini left behind a wife, two minor children and an … more

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Estate Planning in Light of DOMA Ruling

On June 26, 2013, the United States Supreme Court ruled that the federal Defense of Marriage Act (“DOMA”)1 is an unconstitutional “deprivation of the equal liberty of persons that is protected by the Fifth Amendment of the Constitution” (U.S. v. … more

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The Not-So-Permanent Estate Tax

On January 2, 2013, President Obama signed the American Taxpayer Relief Act of 2012 (the “ATRA”) into law.  Failure to pass the new law would have resulted in a significant decrease in the estate and lifetime gift tax exemptions and … more

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Estate and Gift Tax Aspects of the American Taxpayer Relief Act of 2012

On January 2, 2013, President Obama signed the American Taxpayer Relief Act of 2012 (the “ATRA”) into law.  Failure to pass the new law would have resulted in a significant decrease in the estate and lifetime gift tax exemptions and … more

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Your Estate Planning Checklist for the New Year

The turning of the calendar presents a great opportunity to evaluate whether your financial affairs are in order.  If you do not have an estate plan, it is a good time to resolve to meet with an estate planning specialist … more

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Integrating Your Financial Planning & Estate Planning

A financial planner ideally serves as a client’s “financial quarterback,” advising and educating the client on all financial topics and making sure that the client is making the most of their money while also being protected against risk and liability.  … more

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