• 02.22.12

    Unprecedented Planning Opportunities Set to Expire at End of 2012

    If you are considering making gifts or transferring wealth to your children, grandchildren or other family members, 2012 is the time to act. 2012 presents an unprecedented opportunity for families to transfer wealth while minimizing transfer tax implications.

  • 09.07.11

    Planning to Pass the Baton: Family Wealth Transfers

    If you have accumulated a substantial investment portfolio, or you own a successful business, there may come a time when you start planning to transfer ownership of the investments, or business, to younger generations of your family.

  • 01.06.10

    Federal Estate Tax Repealed Effective

    The specter of federal estate tax repeal on January 1, 2010 has been looming since the enactment of the Economic Growth and Tax Reconciliation Act of 2001 (“EGTRA”).

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