Skip to content

Blog

Get the Retirement Planning Rocking in the New Year!

Get the Retirement Planning Rocking in the New Year!

"Grow your nest egg faster!" Contributing to a retirement account qualifies you for tax breaks and employer contributions, both of which will grow your retirement

Read More
Consider This Strategy to Keep Your Estate From Getting Whacked

Consider This Strategy to Keep Your Estate From Getting Whacked

When he died in 2013 at the untimely age of 51, actor James Gandolfini bequeathed a financial disaster to his heirs. Gandolfini hadn't properly prepared

Read More
2016 Estate and Gift Tax Exemptions

2016 Estate and Gift Tax Exemptions

The Internal Revenue Service has announced that 2016 will bring an increase to the estate and lifetime gift tax exemptions. The exemption limits for the

Read More
Paying the Estate Tax

Paying the Estate Tax

One of the biggest headaches for executors of large estates is coming up with the cash to pay the estate tax. If the cash or

Read More
Avoiding State Estate Taxes

Avoiding State Estate Taxes

The federal estate tax might grab headlines, but many states also have estate taxes that people need to be aware of when estate planning. The

Read More
Estate Planning for Art

Estate Planning for Art

The more valuable an art collection gets, the tougher it is to create an estate plan for it. If you are not careful, your heirs

Read More
Consider an Intrafamily Loan to go along with a Trust

Consider an Intrafamily Loan to go along with a Trust

With interest rates at historic lows—for the time being—wealthy families are turbocharging their estate-planning strategies by pairing intrafamily loans with trusts. In late 2009, a

Read More
Estate Planning and Your Second Marriage

Estate Planning and Your Second Marriage

Marrying again makes estate planning more involved. How do you provide for everyone you love? Should you provide for everyone you love? How do you

Read More
Happy Birthday Estate Tax!

Happy Birthday Estate Tax!

One of the more controversial federal tax provisions recently reached a significant milestone. The estate tax is now 100 years old. Once a tax becomes

Read More
New Estate Tax Requirements Postponed

New Estate Tax Requirements Postponed

New reporting requirements for estates subject to the estate tax were supposed to go into effect in August. However, the IRS was not ready at

Read More
Paying the IRS will be More Difficult for Some Next Year

Paying the IRS will be More Difficult for Some Next Year

Normally, when people owe the IRS money, the agency is more than happy to take payment immediately and through a variety of different means. However,

Read More
Fractional Art Ownership and the Estate Tax

Fractional Art Ownership and the Estate Tax

A recent Fifth Circuit Court of Appeals ruling has potentially profound implications for how the IRS values and applies the estate tax when the estate

Read More

SUBSCRIBE TO OUR MAILING LIST

CONTACT US

FOR YOUR ESTATE AND ELDER LAW NEEDS