July 19, 2022 •
Estate Planning 
Perhaps the largest number of people who may benefit from asset protection planning are those who are at most mildly concerned about asset protection issues, or not even aware of the need for such planning.
Read MoreMay 31, 2022 •
Estate Planning 
Which tax-free transactions will trigger an estate tax, if the taxpayer dies after the higher exemption amount sunsets?
Read MoreMarch 23, 2021 •
Estate Planning ![]()
Although uncertainty surrounding the likelihood of tax reform continues for the moment, there are still several wealth transfer strategies that can be considered by those wanting to make gifts.
Read MoreOctober 16, 2020 •
Estate Planning ![]()
Federal estate, gift and GST tax exemptions are currently at historic highs ($11.58 million per individual in 2020). These higher exemptions are scheduled to return to $5 million, adjusted for inflation, after December 31, 2025, but they could be reduced before then, as a result of political or policy changes.
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