Jul 7, 2015
Non-Tax Considerations Depending on the size and nature of your estate, you may want to consider a more simplified Will while the estate tax exemption remains high, and you may be wondering whether you can dispense with the use of trusts in your plan. Aside from tax...
Jul 7, 2015
The “typical” American family of the 21st century involves step-relations in some form or fashion. Innumerable books and articles have been written on the so-called “blended family,” composed of a married couple with different sets of...
Jul 7, 2015
As most of us are aware, tuition and fees at American colleges have increased exponentially in recent years, dramatically above the pace of inflation. Given this trend, financing college clearly requires advance planning. Families of means should give particular...
Jul 7, 2015
Much of our efforts focus on protecting wealth from our clients’ most significant known creditor, the IRS. Often, however, our clients are concerned about the possibility that unforeseen creditors may arise during their lifetimes and threaten the asset base that they...
Jul 7, 2015
“Portability” is an estate tax relief provision for married individuals which was made a permanent part of the Federal estate tax statutes in 2013. The portability law provides that if a married individual dies and does not utilize all of his Federal estate tax...
