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Newsletter
Consider Reviewing and Updating Previously Executed LLC Agreements and Partnership Agreements
Estate, Gift and GST Tax Update: What This Means for Your Current Will, Revocable Trust and Estate Plan
Gift Tax Update
New Jersey Estate Tax Was Eliminated on January 1, 2018
New York Raises Basic Exclusion Amount to $5,930,000
Connecticut Estate Planning Update
California's Proposition 19
January 2021
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Newsletter
Top Ten Estate Planning Recommendations before the End of 2020
Spousal Lifetime Access Trusts – ("SLATS")
October 2020
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Newsletter
Estate Planning In The COVID-19 World
Estate Planning Documents
Estate Planning Considerations
Tax Filing Extensions
Funding Revocable (Living) Trusts
March 2020
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Newsletter
Estate, Gift and GST Tax Update
What This Means for Your Current Will, Revocable Trust and Estate Plan
Gift Tax Update
Exploit the Gift Tax Annual Exclusion Amount
2019 Gift Tax Returns
Make Sure that You Take Your IRA Required Minimum Distributions by December 31, 2019
New Jersey Estate Tax Was Eliminated on January 1, 2018
New York Raises Basic Exclusion Amount to $5,850,000
Connecticut Estate Planning Updates
Are Stretch Inherited IRAs in Danger?
Implications of the SECURE Act on Estate Planning With Retirement Accounts
December 2019
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Newsletter
Estate, Gift and GST Tax Update
Gift Tax Planning
Make sure you take your IRA Required Minimum Distributions by December 31, 2018
New Jersey Estate Tax Was Eliminated on January 1, 2018
New York Raises Basic Exclusion Amount to $5,740,000
Connecticut Raises Basic Exclusion Amount Passing Free From Estate and Gift tax to $3,600,000 in 2019
Crummey Withdrawal Notices – Recommended Practices
Annual Payment Checklist
December 2018
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Newsletter
Lessons for Running a Foundation from the Complaint against the Donald J. Trump Foundation
Should You Create Your Own Private Foundation?
A Donor Advised Fund Is an Easy Alternative to a Private Foundation
New Florida Decanting Statute Expands Ability to Amend Irrevocable Trusts
September 2018
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Newsletter
2018 Estate, Gift And GST Tax Update: What This Means for Your Current Will, Revocable Trust and Estate Plan
Gift Tax Update: Exploit the Gift Tax Annual Exclusion Amount
Make Sure that You Take Your IRA Required Minimum Distributions by December 31, 2017
New Jersey Estate Tax to be Eliminated on January 1, 2018
New York Raises Basic Exclusion Amount Passing Free From Estate Tax to $5,250,000
Connecticut Raises Basic Exclusion Amount Passing Free From Estate and Gift Tax to $2,600,000 in 2018
Proposed Legislation – Tax Cuts and Jobs Act
December 2017
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Newsletter
2017 Estate, Gift and GST Tax Update: What This Means for Your Current Will, Revocable Trust and Estate Plan
Gift Tax Update
Proposed Regulations Seek to Curtail Valuation Discounts
New Jersey Estate Tax Exemption Raised to $2,000,000; Estate Tax to be Phased Out
New York Raises Basic Exclusion Amount to $5,250,000
December 2016
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Newsletter
Low Interest Rates Yield Wealth Transfer Opportunities
Creating a "GRAT": Heads You Win, Tails You Break Even
Intra-family Loans: A Simple Yet Effective Estate Planning Tool
Charitable Lead Trusts Can Save Transfer Taxes
August 2016
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Newsletter
2016 Estate, Gift and GST Tax Update: What This Means for Your Current Will, Revocable Trust and Estate Plan
Gift Tax Update
New York Raises Basic Exclusion Amount to $4,187,500
Valuation Discounts Severely Curtailed: What’s All the Hoopla About?
December 2015