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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
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
Other Estate Planning Techniques That Work Best In A Low Interest Rate Environment
June 2008
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Newsletter
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
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Newsletter
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
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Newsletter
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
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Newsletter
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
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Newsletter
June 2005
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Newsletter
December 2004