• 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


    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


    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


    Under Proposed changes to New York's Estate, Gift and Generation-Skipping Transfer Tax Rules, There Are Advantages to Making Gifts Before April 1, 2014

    March 2014

  • Newsletter

    Personal Planning Strategies


    $5 Million Gift Tax Exemption Still Alive and Kicking

    November 2011

  • 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

    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

    December 2004

  • Newsletter

    Personal Planning Strategies


    The $3.5 million Question – What is the Future of the Federal Estate, GST and Gift Taxes?
    Is Your Life Insurance Policy Healthy?
    Year-End Planning Strategies

    December 2009