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Year-End Planning Year-End Tax Planning Estate Planning

BCLP

To Do: Year-End Gifting – Check (or not)

BCLP on

With the end of the year approaching, we thought now would be a good time to re-post and update our annual blog entry on gifting. For 2021, the annual exclusion gift amount will remain the same as 2020’s at $15,000, but...more

Schwabe, Williamson & Wyatt PC

Estate Planning and Business Transition Issues Not to Overlook Before the Year-End

Believe it or not, we are now in the final stretch of 2020. There are many things still to do and plan for before the end of the year. When reviewing your year-end estate planning or business transition concerns, there are...more

Proskauer Rose LLP

Personal Planning Strategies - October 2020

Proskauer Rose LLP on

Top Ten Estate Planning Recommendations before the End of 2020 - If you have not already been inundated with invitations to webinars, articles and newsletters regarding the estate planning you should consider doing before...more

Goodwin

Estate Planning Considerations For Year End 2020

Goodwin on

As the 2020 United States election and the end of the year approach, you may wish to consider making changes to your estate plan and/or making gifts to transfer assets to younger generations now. ...more

Adler Pollock & Sheehan P.C.

Insight on Estate Planning - Year End 2019

We are pleased to present the Year End 2019 issue of Insight on Estate Planning We encourage you to read through it for ideas about ways you can minimize taxes on your estate and maximize its value for your loved ones. In...more

BCLP

To Do: Year-End Gifting. Check (or not)

BCLP on

With the end of the year approaching, we thought now would be a good time to re-post and update our annual blog entry on gifting. For 2019, the annual exclusion gift amount will remain the same as 2018’s at $15,000, but...more

Adler Pollock & Sheehan P.C.

Insight on Estate Planning - Yearend 2018

In This Issue: - Don’t be afraid of probate - Smart estate planning begins with protecting your assets - Thinking long term: Don’t overlook long-term care planning - ESTATE PLANNING PITFALL: You’re not making direct...more

Katten Muchin Rosenman LLP

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

Perkins Coie

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

Perkins Coie on

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

Partridge Snow & Hahn LLP

The 2010 Tax Relief Act and your estate plan

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

Gerald Nowotny - Law Office of Gerald R....

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

Katten Muchin Rosenman LLP

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

Womble Bond Dickinson

Gift Planning Before The End Of 2012

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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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