Category Archives: Gift Tax

Will there be an Estate Tax Fix in 2013?

It’s been about ten days since the Presidential election and with everyone relaxing a little, now is a good time to talk about what the election results mean for the estate tax and estate planning.  If you are not aware, … Continue reading

Posted in Estate Planning, Federal Estate Tax, Gift Tax, Income Tax, Portability | 2 Comments

February 2011 Newsletter Topics

Here are the topics from my latest newsletter – “The Future Estate” that went out last week.  Feel Free to take a look. Estate Planning Opportunities for 2011 and 2012 – Leveraging a Gift Basics of Estate Planning: Power of … Continue reading

Posted in Estate of the Month, Gift Tax, Monthly Newsletter, Power of Attorney | Leave a comment