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
2012 Year End Newsletter
Dear Tax Clients: With the year coming to an end, as always, there becomes a
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
Grantor Retained Annuity Trust (GRAT)
Another advanced estate planning technique is known as a grantor retained annuity trust (a “GRAT”).
General Power of Attorney
A General Power of Attorney is a written document that grants a broad range of specific
Federal Estate Tax Planning
In order to keep the estate tax burden from continually growing in your estate with
Musings from the CEO
In my last column, I discussed the current fate of estate and gift tax law.
