Skip to Content

Resource Center

Category: Alerts

Insight on Estate Planning June 2009

Jun 23, 2009 - Alerts by

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 […]

Insight on Estate Planning April 2009

Apr 23, 2009 - Alerts by

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. […]

Insight on Estate Planning Year End 2008

Feb 23, 2009 - Alerts by

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 […]

Insight on Estate Planning October/November 2008

Oct 23, 2008 - Alerts by

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 […]

Insight on Estate Planning August/September 2008

Aug 23, 2008 - Alerts by

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…

  • Super Lawyers
  • Best Law Firms
  • ALFA
  • Chambers