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Don’t look now, but 2012 is almost over, and it is now time to start thinking about year-end tax planning.  The old saying is true, you can’t take it with you, and if you give it away, Uncle Sam lets you deduct the gift...

Many people that I’ve talked with lately are more optimistic than I am about the possibility of a last minute “deal” to delay Taxmageddon, at least as it pertains to the estate tax.  Simply put, they write...

For some time I’ve been warning my clients about “Taxmageddon.”  Taxmageddon is the term describing the onslaught of tax increases set to begin on January 1, 2013, upon the expiration of the Bush Era tax cuts. Much...

A chain is only as strong as its weakest link.  The same is true in estate planning.  As estate planners, most practitioners  focus on probate avoidance and tax planning.   While these are important,  more and more, the...

On the eve of the Facebook IPO, the big news is that Eduardo Saverin moved to Singapore and renounced his United States Citizenship in order to reduce the capital gains tax on his shares of the popular social media company. ...

“Taxmageddon” is the word being used to describing the massive tax increases on the horizon. Of particular interest to estate planners are the changes to the estate and gift tax and the increase in the capital gains tax....

This week I came upon an interesting article called “Sibling Scorned” in the March issue of Private Wealth.   Click “link” to read the article. Basically, it discusses the battles that may ensue between...

The other day, someone asked me, “What happens to my home when I die?”  In other words, “Why do I need an Estate Plan?” This is why.  Assuming that the home is not in a trust, this will be the eventual outcome: 1....