Estate Planning, Estate Taxes, Wills Protecting Your Individual Retirement Account from Creditors STATE SPECIFIC PROTECTIONS The current aggregate value of retirement assets in America is roughly $21 trillion with individual retirement accounts … June 4, 2016 2 MIN READ
Asset Protection, Estate Taxes, Living Trusts DYNASTY TRUST REEXAMINED VERY SIMPLE CONCEPT This blog examined the dynasty trust in the past but it is time to reexamine certain aspects … May 21, 2016 2 MIN READ
Estate Planning, Estate Taxes NEW IRS FORM TO REPORT BASIS FURTHER CHANGES MAY BE NEEDED When a person receives an asset via the probate process the transaction must be reported … May 7, 2016 2 MIN READ
Estate Planning, Estate Taxes GENERATION SKIPPING TRANSFER TAX SEEMINGLY COMPLICATED The Generation skipping transfer tax seems complicated to understand and it absolutely should only be dealt with by … April 5, 2016 2 MIN READ
Estate Planning, Estate Taxes GENERATION SKIPPING TRANSFER TAX SEEMINGLY COMPLICATED The Generation skipping transfer tax seems complicated to understand and it absolutely should only be dealt with by … April 5, 2016 2 MIN READ
Estate Planning, Estate Taxes How NOT to Avoid Estate Taxes: The Scholarship that wasn’t a Scholarship Julius Schaller was a Hungarian-American immigrant was a wealthy grocery store owner who had acquired substantial assets that exceeded the … July 20, 2015 2 MIN READ
Estate Planning, Estate Taxes Estate Tax Planning Avoids Liquidation of Estate The House of Representatives recently passed a bill that would eliminate the federal estate tax. The bill is expected to … May 20, 2015 2 MIN READ
Estate Planning, Estate Taxes, Trusts Developments with the New York Estate Tax We often discuss the importance for local families to account for the New York estate tax. Far more media coverage … April 9, 2014 2 MIN READ
Estate Planning, Estate Taxes Federal Estate Tax “Portability” – Should It Always Be Used? The idea of “portability” is an important part of many estate plans. Portability is technically an informal word referring to … March 27, 2014 2 MIN READ
