September 4, 2014
When Bad Things Happen To Good People With IRAs
In today’s world, many people accumulate the vast majority of their wealth in an IRA. This is not a bad thing. However, there are some very important ...
Expert perspectives on legacy planning, estate law, and building lasting structures for your family's future.
September 4, 2014
In today’s world, many people accumulate the vast majority of their wealth in an IRA. This is not a bad thing. However, there are some very important ...
September 4, 2014
If you are a business owner and want to nurture your budding dynasty, you need to seriously consider a layered asset protection plan that includes usi...
September 2, 2014
A private annuity can be a powerful strategy for passing assets to heirs in a tax-efficient manner. It involves transferring property to children or o...
August 5, 2014
After the IRS determined that an estate had underreported the value of its interest in a limited liability company (LLC), it assessed an estate tax de...
July 1, 2014
Earlier this year, the IRS issued Revenue Procedure 2014-18, which permits estates to make a late portability election under certain circumstances. Th...
June 10, 2014
How can young, affluent people plan their estates when the tax landscape may look dramatically different 20, 30 or 40 years from now? Today, the curre...
June 3, 2014
Going through a divorce can be a traumatic experience — not to mention a time-consuming and expensive one. So it’s no surprise that separating couples...
May 6, 2014
It’s a good idea to discuss any planned gifts with charities before finalizing plans. This is particularly important for donations that place restrict...
April 8, 2014
One of the greatest concerns for the elderly we serve and their families is that of long term care. Two-thirds of seniors will need care at some point...