News & Analysis as of

Taking Time to Give Thanks and Review Your Estate Plan

As you take time to give thanks this holiday season, it may be time for you to consider how you will show your family your appreciation. Keeping your estate planning documents and beneficiary designations up-to-date is one of...more

New Year’s Resolution #1: Get Your Estate Plan In Order

The New Year is almost here and it’s time to put your estate planning on the top of your “to do” list. If you don’t have an estate plan in place, now is the time to put one in place. If you already have a plan, now is the...more

Year End Planning for a Prosperous New Year

As you make your holiday plans and prepare to ring in the New Year, it is also a great time to review your estate and tax plan. The following estate and tax planning tips may be useful in ensuring that your family has a...more

3 Year-End Estate Planning Action Items Most People Should Consider (But Usually Don't)

In your experience, what is the one thing people don't do but should, when it comes to year-end estate planning activities? That's the question we put to estate planning experts writing on JD Supra. Here's what we heard...more

2013 Year-End Estate Planning Advisory

In this issue - - Federal Estate, GST and Gift Tax Rates - Annual Gift Tax Exclusion - Federal Income Tax Rates - President’s Budget Proposal for Fiscal Year 2014 - Important Planning...more

DID YOU KNOW? News You Need Now From Perkins Coie's Family Office Services Group

Welcome to the Family Office Services Group's new update series "Did You Know?" It is an easy-to-read, timely and brief focus on legal issues and developments facing you and Family Offices throughout the year. ...more

The 2010 Tax Relief Act and your estate plan [Video]

In early 2012, Kathi Ryan addressed the 2010 Tax Relief Act and your estate planning documents....more

The Family Investment Company - An Integrated Income and Estate Tax Planning Tool

Overview - As we approach the edge of the fiscal cliff over the last two weeks of 2012, some of you may be wondering if there is any last minute tax planning that might be done to avoid sending a large check to Uncle...more

Coleman Issues Estate Planning Alert: Gift Tax Window of Opportunity Narrows

The recent elections have resulted in essentially no change to the balance of power in the national government. As a consequence, it is now more difficult than ever to predict the future direction of estate and gift tax law....more

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

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