• Newsletter

    Personal Planning Strategies

    Top Ten Estate Planning Recommendations before the End of 2020
    Spousal Lifetime Access Trusts – ("SLATS")

    October 2020

  • Newsletter

    Personal Planning Strategies

    Act Now Before the Window of Opportunity Closes

    October 2021

  • Newsletter

    Personal Planning Strategies

    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

  • Newsletter

    Personal Planning Strategies

    Last Call for SLATs, GRATs, and the Use of the Enhanced Gift Tax Exemption?

    September 2021

  • Newsletter

    Personal Planning Strategies

    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 Basic Exclusion Amount to Increase in 2022
     
    Connecticut Estate Planning Update
     
    Make Sure That You Take Your IRA Required Minimum Distributions by December 31, 2021

    December 2021

  • Newsletter

    Personal Planning Strategies

    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

  • Newsletter

    Personal Planning Strategies

    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

  • Newsletter

    Personal Planning Strategies

    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

  • Newsletter

    Personal Planning Strategies


    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

  • Newsletter

    Personal Planning Strategies


    Use It or Lose It - Increased Gift and GST Exemption Amounts Expire on 12/31/12
    Income Tax Deductions for Charitable Donations May Be Denied Without a Qualified Appraisal Mohamed v. Commissioner, T.C. Memo 2012-152
    Crummey Withdrawal Notices - Recommended Practices

    September 2012