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Category: Estate Planning

Planning for the New Death Tax

Sep 16, 2016 - Alerts by

“It’s not the strongest of the species that survives, nor the most intelligent that survives. It is the one that is the most adaptable to change” – Charles Darwin Formula estate tax clauses in trusts have long been a staple planning strategy to protect families from the estate tax. With […]

Protecting Charitable Gifts from a Charity’s Creditors

Dec 1, 2015 - Alerts by

An unfortunate, but increasing reality is that some charities are electing to file for bankruptcy to deal with creditors. Sometimes these creditors arise from unexpected litigation and others from declines in revenue and weakness in the economy. Unlike businesses, charities cannot be forced into bankruptcy by their creditors, they must […]

Use It or Lose It – Exemptions Expire Soon

Sep 20, 2012 - Alerts by

In December 2010, the federal gift and estate tax exemption was temporarily increased through 2012.  As a result, a person can transfer up to $5.12 million without paying gift tax.  A married couple can combine their exemption and transfer $10.24 million tax free. Unless Congress and the President agree before the […]

2010 Tax Relief Act

Apr 1, 2011 - Estate Planning by

On December 17, 2010, the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the “Act”) became law. The Act provides estate planning opportunities that have never been available. However, the Act is temporary. It is structured to sunset on December 31, 2012, so its opportunities have a […]

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