• 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
    Exploit the Gift Tax Annual Exclusion Amount
    2019 Gift Tax Returns
    Make Sure that You Take Your IRA Required Minimum Distributions by December 31, 2019
    New Jersey Estate Tax Was Eliminated on January 1, 2018
    New York Raises Basic Exclusion Amount to $5,850,000
     
    Connecticut Estate Planning Updates
     
    Are Stretch Inherited IRAs in Danger?
    Implications of the SECURE Act on Estate Planning With Retirement Accounts

    December 2019

  • 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