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For decades estate planning has focused on avoiding or minimizing federal estate, gift and generation-skipping transfer taxes. During the last several years, however, income tax has taken on a more significant role. That’s not to say income tax wasn’t a factor before. But until recently, it was overshadowed by transfer […]

Lately, news about the economy has been downright depressing. But like most problems, the current economic woes also present some extraordinary opportunities. one of these involves estate planning: Low interest rates combined with depressed stock and real estate prices make it an ideal time to transfer wealth to your children or grandchildren. […]

The American Recovery and Reinvestment Act of 2009 – also known as the “Economic Stimulus Bill” – has made significant changes to COBRA. If you are subject to COBRA, these changes affect you – and there are steps you are legally required to take. Read More…

Designing an estate plan can be a delicate balancing act. On the one hand, you want to preserve as much wealth as possible for your family by protecting it from estate taxes and creditors’ claims. On the other hand, you want to have some control over your assets during your […]

Whether your wealth matches that of Bill Gates or Warren Buffett, or your resources are more modest, the purpose of estate planning is the same: to ensure your assets are distributed according to your wishes and to preserve those assets so there’s something left to distribute when you die. Read […]

This is the third in a three-part series of Alerts. As we stated in Parts 1 and 2, the employee benefit world has been very active and many of the legislative and regulatory changes could have a significant impact on your benefit plans. We have prepared this ALERT to highlight […]

When it comes to marriage, money can be an emotionally charged subject. But few topics evoke a more passionate response than the prenuptial agreement. Despite their reputation as romance killers, however, prenups can be an effective way for many couples to achieve their financial and estate planning goals. Read More…

This is the second in a series of Alerts. As we stated in Part 1 of this series, the employee benefit world has been very active and many of the legislative and regulatory changes could have a significant impact on your benefit plans. We have prepared this ALERT in order […]

It’s said that the only thing certain is change, and nowhere is this more true that in estate planning. Given the estate tax’s uncertain future, it’s more important than ever to build flexibility into your estate plan. Read More…

The employee benefit world has been very active and many of the legislative and regulatory changes could have a significant impact on your benefit plans. We have prepared this ALERT to highlight some of the more important recent developments. Read More…