Wait, I Did What?!?! Are You Second-Guessing Your ILIT?
Many Americans let out a sigh of relief when the American Taxpayer Relief Act of 2012 was finally signed into law. The…
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Plan to Avoid Inheritance Tax
Although taxes may be one of the items furthest from an individual’s mind when a close friend or family member passes away,…
Double Your Estate Tax Exemption
When a person dies, not all of his or her estate will be subject to federal estate taxes. A base amount of…
Pass on the Bypass? Is a Bypass Trust Necessary?
Many people wonder whether bypass trusts are still necessary for asset protection. Even after the 2013 unified credit changes have been implemented…
“It’s For Your Own Good! – Protecting Your IRA For & From Your Children”
One important asset that many people pass on to their beneficiaries is their Individual Retirement Account (“IRA”). For many people, it is…
How’s This for GRAT-itude? – Basics of the GRAT
As a recent article explains, a Grantor Retained Annuity Trust (“GRAT”) is a great estate-planning tool for high-net-worth individuals. This type of…
Even the Wiseguys: Gandolfini’s Disastrous Estate Plan
After “Sopranos” actor James Gandolfini’s unexpected death at the age of 51, a recent article has described his estate plan as disastrous.…
For Better or Worse: Estate Planning for Same-Sex Spouses
As a recent article explains, the United States Supreme Court’s recent ruling on same-sex marriage will radically alter estate planning for same-sex…
The Difference Between an LLP and LLC
In order to transfer assets to the next generation, some people may choose to use an LLP or LLC. Both of these…
RUN FOR SHELTER!!! Or Don’t? Is a Credit Shelter Trust Still Necessary?
Before the statutory portability provisions were made permanent, people often used Credit Shelter Trusts (“CSTs”) in order to maximize the estate tax…
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