• 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

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

    October 2020

  • 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
    Other Estate Planning Techniques That Work Best In A Low Interest Rate Environment

    June 2008

  • 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


    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

  • 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


    January 2009 Update — Many Exemptions Increased With Respect to Federal Estate, Gift and GST Taxes
    Year End Planning Strategies
    $700 Billion Financial Bailout Bill Permits Lifetime Charitable Gifts From Individual Retirement Accounts
    No Contest Clauses and Recent California Changes Affecting Them

    December 2008

  • Newsletter

    Personal Planning Strategies


    $5 Million Gift Tax Exemption Still Alive and Kicking

    November 2011

  • 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

    June 2005