01.01.2016
A Shift in Tax Focus for Estate Planning
A shift has taken place in estate planning from saving on a state tax to avoiding capital gains taxes. With the federal estate tax exemption …
A Shift in Tax Focus for Estate Planning
A shift has taken place in estate planning from saving on a state tax to avoiding capital gains taxes. With the federal estate tax exemption having been established at $5 million and now increase to $5.43 million per individual, it means that with portability, many spouses now are looking at a tax threshold of nearly $11 million and need not greatly worry. Only 0.12% of estates are likely to be taxed. 
This doesn’t mean that you should avoid important planning opportunities however, as you can benefit from thinking ahead and putting in place various strategies and tools to help maximize what you leave behind to your heirs.
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Blog
12.31.2015
Tips for Protecting Your Assets as You Age: Three Keys
The effects of aging, if not properly prepared for, can rob a person of their assets and rob heirs of their inheritance. According to recent …
12.30.2015
Trusts Enhance the Options of Business Succession Planning
Using a trust can place business succession in a well-controlled structure that, when done earlier than succession might actually occur, allow assets to grow within …
12.29.2015
Creating an Elder Abuse Profile Can Trigger Prevention
With persons over 50 possessing 70% of the wealth in the majority of families across the United States, family members and predators alike may attempt …
12.28.2015
Pets Are Precious Even in Estate Planning
The key in planning ahead for the well-being of your beloved pet is to find a caring organization or person and to candidly talk to …
12.25.2015
What is the Chan-Zuckerberg Initiative?
The just-announced Chan-Zuckerberg Initiative may change the face of high network giving, as rather than granting funds to an outside entity they acted to give …
12.24.2015
Asset Protection Tips for the Smaller Enterprise
Keeping in mind that doctors, business owners and real estate investors are most vulnerable to attacks on their assets, the goal for protection is to …
12.23.2015
Business Succession Planning is About More than a Check
Forbes Asia recently interviewed a fast food entrepreneur in Hong Kong who shared insights into business succession that are universally applicable. Although family businesses account …
12.22.2015
Watching the Costs of Elder Care
Part of prudent cost prevention lies in understanding the spectrum of health for seniors as well as the spectrum of costs. Home care of a …
12.21.2015
What Are The Estate Planning Complications for an Art Lover?
As art collections increase over time, they become more important in terms of estate value. They can also become more problematic if the heirs are …
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