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  For most, the primary focus of their estate plan is the avoidance of probate and the prevention of family discord. The estate tax exemption increased this year to $5,340,000. That’s up from $5,250,000 last year. So,...

Within the last year, there has been a shift in the way some estate planning attorneys are drafting their trusts.  The American Taxpayer Relief Act of 2012 (ATRA), passed  in January 2013, enabled a husband and wife to...

I recently met up with Sudden Wealth Radio to speak about the asset protection strategy of using a Delaware Series LLC or a Nevada Series LLC.  In the interview below, I will discuss how sudden wealth can be suddenly gone if...

The IRS issued Revenue Ruling 2013-17, which describes how the IRS will handle same-sex marriages for federal tax purposes in light of the U.S. Supreme Court decision that found a part of the Defense of Marriage Act (DOMA)...

It is official.  Tina Turner officially tied the knot recently with her longtime partner Erwin Bach.  She also became a Swiss Citizen earlier this year. See...

The family of the late actor James Gandolfini is about to be whacked by the IRS.  Mr. Gandolfini had an estate of approximately $70 million, and it appears that the majority of it will be distributed via a simple will that...

When it comes to the estate tax, the coast is clear, at least for now.  Much of last year was spent talking about the coming tax apocalypse, or “taxmageddon” as some called it.  Turns out, it was much ado about...

April 15th is quickly approaching and people keep asking me if I know any “loopholes” that will help them get out of having to pay their fair share.  The answer I give usually goes something like this, “Well, um,...