News & Analysis as of

2012 Year-End Estate Planning Advisory

Now that the election is over, we anticipate having some guidance soon with respect to the numerous tax and planning issues that have been mired in uncertainty for the past two years. Many tax benefits are scheduled to...more

Gift Planning Before The End Of 2012

An unprecedented opportunity to make gifts and transfer wealth to family members is set to expire at the end of 2012. The 2010 Tax Act made substantial changes to the federal gift, estate, and generation-skipping transfer...more

You “Built” It, So Don’t Lose It! Estate Tax Laws to Change Dramatically on December 31, 2012

At the end of 2010, Congress passed, and President Obama signed into law, significant changes in the estate, gift and generation-skipping transfer (“GST”) tax regime. The 2010 tax legislation extended the so-called “Bush Tax...more

Personal Planning Strategies - September 2012

In This Issue: - Use It or Lose It - Increased Gift and GST Exemption Amounts Expire on 12/31/12 - Income Tax Deductions for Charitable Donations May Be Denied Without a Qualified Appraisal Mohamed v....more

Estate Planner - July/August 2012

In This Issue: - Is your estate plan flexible? Estate tax law uncertainty requires options - No time like the present: With favorable estate tax and real estate environments, use a QPRT to give away your home -...more

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