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
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?
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?
Estate, Gift and Generation Skipping Transfer Tax Bill Passes Both Houses of Congress
Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010
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
$5 Million Gift Tax Exemption Still Alive and Kicking
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
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
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