Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Government Promises
By Gil Weinreich, Gil WeinreichOf equal importance to the government's fiscal mismanagement is its regulatory failure. The economic crisis we are experiencing is no fluke, but the predictable result...
December 22, 2009
Lawmakers Unable to Pass Estate Tax ReformsAs of December 17th, the House and Senate have been unable to move forward on estate tax reform (or extension of the current law) to avoid the quagmire of the 2001 Tax Act's (EGTRRA) sunset provision.
December 15, 2009
Risk Management and the Holiday Full HouseBefore inviting people into their homes, there's a list of potential exposures clients should consider. A client's home will never be more vulnerable than it is during the holidays.
December 14, 2009
Income Tax Planning with Pooled Income FundsEstate tax reduction, no setup fees and income and capital gains advantages can make this charitable choice a workhorse for some clients.
December 11, 2009
Federal Estate Tax Changes: UpdateThere has been movement by both the House and the Senate to finalize some type of solution to pending elimination of estate and gift tax on Jan. 1, 2010.
December 10, 2009
LLC Compliance: Having the ConversationA set-it-and-forget-it attitude among LLC members is understandable. But passive as the LLC may be in its operation, compared to alternatives, it's hardly without governance requirements.
December 08, 2009
How to Avoid a Different Kind of Proxy FightMany parents may not have realized that should the unthinkable befall their adult children, they may not be able to freely consult doctors on their condition and care options.