News & Analysis as of September 24, 2024

Estate Planning › Year-End Planning

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Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process. less -

The 2022 Version of Why it is Time for an Annual Checkup for You and, If You Have One, Your Company

Jaburg Wilk on 12/15/2022

Beginning in 2014, I wrote about needing an annual check-up. Many of you read those blog posts about an annual checkup for you and, if you have one, your business. This does not involve the doctor, but it does involve all...more

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

BCLP on 12/22/2020

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

[Webinar] Wine Industry Roundtable - November 5th, 10:00 am - 11:30 am PT

Farella Braun + Martel LLP on 10/29/2020

COVID, fires, shut downs, smoke taint: 2020 has brought one challenge after another to the wine industry. With our roots in the industry we ourselves are dealing, and are seeing our clients and friends deal, with many novel...more

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

Schwabe, Williamson & Wyatt PC on 10/7/2020

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

Personal Planning Strategies - October 2020

Proskauer Rose LLP on 10/7/2020

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

Estate Planning Considerations For Year End 2020

Goodwin on 9/30/2020

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

New Year's Resolutions for your Estate Plan

Conn Kavanaugh on 1/9/2020

Many of us love to make New Year’s resolutions – with a fresh, clean calendar laid out before us, the possibilities seem endless! But that vast expanse of “what might be” can also be overwhelming. So, if estate planning is on...more

Insight on Estate Planning - Year End 2019

Adler Pollock & Sheehan P.C. on 12/4/2019

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

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

BCLP on 12/21/2018

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

Estate Planning Resolutions for 2019

Ward and Smith, P.A. on 12/21/2018

The holiday season soon will have come and gone. For many of us, the start of a new year can be a time of empty commitment to self-improvement. Meaningful resolutions are often made but are rarely kept. Instead of...more

Insight on Estate Planning - Yearend 2018

Adler Pollock & Sheehan P.C. on 12/3/2018

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

Year end is an ideal time to review your estate plan

Adler Pollock & Sheehan P.C. on 12/6/2017

As of this writing, it’s still anybody’s guess as to whether Congress will enact major tax reform legislation affecting federal gift and estate taxes. This situation casts a large shadow over estate planning at the end of...more

Preparing for a new year: Take time now for a quick estate plan review

Adler Pollock & Sheehan P.C. on 12/7/2016

Year end is the time to make certain estate planning provisions to protect the interests of heirs and minimize potential estate tax liability. It’s also a good time to conduct a quick review of your estate plan. This article...more

2016 Year-End Estate Planning Advisory

Katten Muchin Rosenman LLP on 11/22/2016

In 2016, we continued to experience a period of relative stability in our federal transfer tax system and have been able to plan without expecting imminent significant changes to the system. Under the American Taxpayer Relief...more

Your Estate Planning New Year’s Resolution Checklist (Update)

Bryan Cave Leighton Paisner on 12/28/2015

(This is an updated post from December 2014) Need a New Year’s resolutions to kick start 2016? Here is an idea you probably hadn’t considered: review your estate planning documents. If you are like most people,...more

Taking Time to Give Thanks and Review Your Estate Plan

Baker Donelson on 12/1/2014

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

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

JD Supra Perspectives on 12/16/2013

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

Katten Muchin Rosenman LLP on 11/29/2013

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

Perkins Coie on 10/25/2013

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

Partridge Snow & Hahn LLP on 2/14/2013

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

Gerald Nowotny - Law Office of Gerald R.... on 12/17/2012

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

2012 Year-End Estate Planning Advisory

Katten Muchin Rosenman LLP on 11/21/2012

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

Womble Bond Dickinson on 11/14/2012

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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Estate Planning › Year-End Planning

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