News & Analysis as of

Year-End Planning Estate Planning

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

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

by Katten Muchin Rosenman LLP on

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)

by Bryan Cave on

(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

by Baker Donelson on

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

by Pessin Katz Law, P.A. on

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

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

by JD Supra Perspectives on

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

by Katten Muchin Rosenman LLP on

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

by 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

The 2010 Tax Relief Act and your estate plan

by Partridge Snow & Hahn LLP on

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

by Gerald Nowotny on

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

by King, Krebs & Jurgens, PLLC on

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

by Katten Muchin Rosenman LLP on

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

by Womble Bond Dickinson on

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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