• 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

  • 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