Don’t Forget About State Estate Taxes
With the federal estate tax exemption set at $5.25 million, many people are resting easy knowing that their estate will likely not…
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Advantages Of An Irrevocable Life Insurance Trust
Many Americans may be unaware of what an irrevocable life insurance trust (“ILIT”) is, let alone the benefits it may provide to…
Estate Planning Oversight Will Cost Koch Estate 3 Million Dollars
After the death of New York City legend Ed Koch on February 1st, 2013, his estate plan became the topic of public…
Why Everyone Needs An Estate Plan
With the current estate tax exemption over $5 million – $5.25 million to be exact – many people wonder if estate planning…
Insurance Considerations When Transferring An Asset To A Trust or LLC
Two popular and time-tested methods of wealth transfer are the trust account and limited liability company. While both of these options can…
A Permanent Estate Tax For The Wealthy
After nearly a decade in flux, there is finally a permanent federal estate tax. In 2013, however, a mere 3,800 estates will…
Pitfalls of Joint Ownership
One popular estate tax avoidance device is joint ownership of property between generations. Unfortunately, this device often leads to an ugly and…
Using a Flexible Irrevocable Life Insurance Trust to Shelter Life-Insurance Proceeds
Many people do not realize that life insurance proceeds are in fact taxed. Although these proceeds escape income taxes, they ARE counted…
What is a Family Limited Partnership (or Family Limited Liability Company)?
There are many sophisticated estate planning strategies available to affluent families to ensure that the majority of their hard earned money stays…
Cutting the Estate Tax Burden for Private Company Owners
Owners of private companies often hope that the business they have built will benefit their families in the long term. No matter…
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