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Estate Tax

What the 2015 Inflation Adjustments for the Estate Tax Exemption and Trust Income Tax Brackets Mean for You

Posted on: January 13th, 2015
The Internal Revenue Service has released the official inflation adjustments that will affect 2015 federal reporting for estate taxes, gift taxes, generation-skipping transfer taxes, and estate and trust income taxes. ...

2012 Resolutions

Posted on: February 7th, 2012
As 2012 approaches it's time again for New Year's resolutions. According to Forbes, there are 12 resolutions we should all make ' and 'plan your estate' is number two...

2012 Exemption Amount Change

Posted on: November 1st, 2011
The IRS announced that the Estate Tax Exemption will increase next year....

Are AB Trusts Still the Right Choice?

Posted on: October 26th, 2011
A common estate plan for a married couple is an AB Trust....

2011 Update on Estate Taxes

Posted on: October 26th, 2011
On December 17, 2010 President Obama signed the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the "Act"). ...

Client Letter re: 2010 Estate Tax Confusion

Posted on: April 5th, 2010
For married couples, many estate plans divide the estate of the first spouse to die into two broad portions. ...
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