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Individual Retirement Account (IRA) › Estate Tax › Real Estate Investments

Adler Pollock & Sheehan P.C.

Insight on Estate Planning - June/July 2015

Adler Pollock & Sheehan P.C. on

In This Issue: - The basics of basis: Basis planning can result in significant tax savings - Does a private annuity have a place in your estate plan? - Estate tax relief for family businesses - Estate Planning...more

Shumaker, Loop & Kendrick, LLP

"The Estate Planner" – November/December 2014

Shumaker, Loop & Kendrick, LLP on

In this issue: - The Sec. 1031 Exchange - A Powerful Estate Planning Tool - Worried About Challenges To Your Estate Plan? Make It No Contest! - Don't Underestimate The Impact Of State Estate Taxes ...more

Shumaker, Loop & Kendrick, LLP

"The Estate Planner" – May/June 2014

Shumaker, Loop & Kendrick, LLP on

In this issue: - Valuing LLC Interests: How To Lose In Tax Court - Should You Keep Your Trust A Secret? - Effort – A “Stretch IRA” Can Maximize Your IRA’s Benefits - Estate Planning Red Flag – You...more

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