Tag Archives: Minimizing Estate Tax

The Value of Proper Estate Planning

> Reducing the estate tax and administration burden on your family during a difficult time is an invaluable benefit of proper estate planning. > An incomplete estate plan can lead to extensive legal costs and permanently strained relationships. > The … more

Posted in Uncategorized | Tagged , , , | Leave a comment

White House Continues to Target Transfer Taxes

It was expected—perhaps foolishly—that the American Taxpayer Relief Act of 2012 (the “ATRA”), signed into law on January 2, 2013, would end the fluctuating estate and gift tax exemptions by setting the unified exemption at $5 million per individual, indexed … more

Posted in Uncategorized | Tagged , , , | Leave a comment

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

Posted in Uncategorized | Tagged , , , , , , , , | Leave a comment

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

Posted in Uncategorized | Tagged , , | Leave a comment

Guest Blog: Life Insurance Basics, Part 2 of 2

I get many questions regarding life insurance, and while I am happy to advise on the many estate and gift tax consequences related to life insurance, I leave the recommendations of why, how much and why to the life insurance … more

Posted in Uncategorized | Tagged , , | 2 Comments

Guest Blog: Life Insurance Basics, Part 1 of 2

I get many questions regarding life insurance, and while I am happy to advise on the many estate and gift tax consequences related to life insurance, I leave the recommendations of why, how much and why to the life insurance … more

Posted in Guest Blog | Tagged , , | Leave a comment

Phillip Seymour Hoffman’s Questionable Estate Plan

Actor Phillip Seymour Hoffman was found dead in his Manhattan home on February 2nd from an apparent drug overdose.  Hoffman was 46 years old and was not married but had three minor children with his girlfriend, Marianne O’Donnell.  He left … more

Posted in Uncategorized | Tagged , , , , , | 1 Comment

Paul Walker: $45 Million Estate, No Estate Planning?

Paul Walker, star of the popular The Fast and The Furious film series, died on November 30th at the young age of 40 in a high-speed car accident.  Walker was never married but was reportedly living with his girlfriend of … more

Posted in Uncategorized | Tagged , , , | Leave a comment

Link: State Estate Taxes

A good read on the various state estate tax systems and issues to be considered: Article: States continue to claim their share through the estate tax It’s not just about the federal estate tax.  Make sure your attorney understands the … more

Posted in Uncategorized | Tagged | Leave a comment

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

Posted in Uncategorized | Tagged , , , , | Leave a comment