Musings from the CEO (Spring 2013)
Estate Planning has evolved significantly over the last several years. In recent months, we have
The New Tax Law: Does Your Estate Plan Need to be Updated?
Congress passed the American Taxpayer Relief Act of 2012 (the 2012 Tax Act) in the
What the New Tax Law Means to You
As you probably know, Congress avoided the so-called fiscal cliff by passing – at the
Fiscal Cliff Avoidance Legislation
Pulling back from the “fiscal cliff” at the 13th hour, Congress on Tuesday preserved most
2012 Year End Newsletter
Dear Tax Clients: With the year coming to an end, as always, there becomes a
Procrastination: What Are The Consequences?
Currently, there are approximately 70% of Americans without a Will. Without this basic estate planning
Opportunities to Take Advantage of Before Its Too Late
Tax laws are changing at the end of this year. Take advantage of these opportunities
Last Will and Testament
A Will is a basic estate planning document that provides for the distribution and disposition
Irrevocable Trusts
Irrevocable trusts are important and useful tools for estate planning. An irrevocable trust is a
SELF-CANCELING INSTALLMENT NOTE (SCIN)
The Self-Canceling Installment Note (“SCIN”) is a planning technique usually used in a sale of
