Expert perspectives on legacy planning, estate law, and building lasting structures for your family's future.
March 4, 2014
In 2012, the IRS finalized regulations that affect the way charitable lead trusts (CLTs) are taxed. As a result, CLTs may be less attractive than befo...
February 20, 2014
As a nation we celebrate Veterans Day in November to honor our service men and women. We hope you enjoy gathering with friends and family with a grate...
February 4, 2014
Converting all or a portion of a traditional IRA to a Roth IRA can allow one to turn tax-deferred future growth into tax-free growth and take advantag...
January 16, 2014
Since its passage in 2010, the Affordable Care Act has been the subject of many heated debates and a cause for some confusion among most of the popula...
January 7, 2014
Well, Downton Abbey seems to be a never-ending fount of lessons on estate planning. This season isn’t failing to disappoint. The new season is startin...
December 10, 2013
This is the follow-up to the last posting on portability If you wish to preserve your wealth for generations to come, you’ll need to leverage your gen...
December 6, 2013
One of the significant changes under the American Taxpayer Relief Act of 2012 (ATRA), signed into law back in January, was to make estate tax exemptio...
November 5, 2013
Decanting: I thought that was something you did to wine Trust decanting in the world of estate planning is very much like it is in the world of wine. ...
October 1, 2013
Now that the federal estate tax exemption has been set permanently at an inflation-adjusted $5 million (currently, $5.25 million), fewer people are su...