• Newsletter

    Personal Planning Strategies

    December 2005

  • Newsletter

    Personal Planning Strategies

    June 2006

  • Newsletter

    Personal Planning Strategies


    Use It or Lose It - Increased Gift and GST Exemption Amounts Expire on 12/31/12
    Take Advantage of Low Interest Rates and Valuation Discounts
    Creating a “GRAT”: Heads You Win, Tails You Break Even
    Intra-family Loans: A Simple Yet Effective Estate Planning Tool

    September 2011

  • Newsletter

    Personal Planning Strategies

    December 2003

  • Newsletter

    Personal Planning Strategies


    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

  • Newsletter

    Personal Planning Strategies


    January 2008 Update - Federal and State Estate, Gift and GST Tax Changes
    Why You Should Consider a Revocable Trust
    Importance of Properly Maintaining a Family Limited Partnership
    Last Call For Lifetime Gifts To Charities From Individual Retirement Accounts?

    December 2007

  • Newsletter

    Personal Planning Strategies


    Creating A "Grat": The Window of Opportunity May Be Closing
    Benefits of a Roth IRA Conversion in 2010
    Double-Checking the Credit Equivalent Bequest in Your Will
    Are You a Resident of New York State for Income Tax Purposes?

    June 2009

  • Newsletter

    Personal Planning Strategies


    $5 Million Gift Tax Exemption Still Alive and Kicking

    November 2011

  • Newsletter

    Personal Planning Strategies


    Estate, Gift and Generation Skipping Transfer Tax Bill Passes Both Houses of Congress
    Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010

    December 2010

  • Newsletter

    Personal Planning Strategies

    December 2004