"The Estate Planner" – March/April 2014

Shumaker, Loop & Kendrick, LLP

In this issue:

- Private Annuities Can Offer Big Tax Savings

- 5 Tips For Donating Artwork

- A Successful Family Business Requires Strong Governance

- Estate Planning Red Flag – You Haven’t Planned For Long-Term Care

- Excerpt from Private Annuities Can Offer Big Tax Savings:

Private annuities can offer big tax savings Now that the federal exemption is permanently set at an inflation-adjusted $5 million ($5,340,000 in 2014), fewer families are subject to gift and estate taxes. But affluent families remain exposed to potentially significant tax liabilities, particularly if they plan to transfer family businesses, real estate holdings, investment portfolios or other large assets to the younger generation.

Please see full newsletter below for more information.

LOADING PDF: If there are any problems, click here to download the file.

DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

© Shumaker, Loop & Kendrick, LLP | Attorney Advertising

Written by:

Shumaker, Loop & Kendrick, LLP

Shumaker, Loop & Kendrick, LLP on:

Reporters on Deadline

"My best business intelligence, in one easy email…"

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra:
*By using the service, you signify your acceptance of JD Supra's Privacy Policy.
Custom Email Digest
- hide
- hide

This website uses cookies to improve user experience, track anonymous site usage, store authorization tokens and permit sharing on social media networks. By continuing to browse this website you accept the use of cookies. Click here to read more about how we use cookies.