Mar 12, 2020 | Firm Overview Articles, Estate Planning & Probate News
Author: Mark L. Brasee Have you considered making a charitable Individual Retirement Account (“IRA”) gift a part of your estate plan? There are considerable advantages for donating retirement assets to a charity in your Estate plan, for both the heirs and... read more
Dec 7, 2016 | Estate Planning & Probate News
Traditionally, family entities have been a popular estate planning tool. The arrangement-creating an entity, funding it, and then transferring ownership interests in the entity to family members-offers a number of benefits for individuals wanting to transfer wealth to... read more
Jul 1, 2014 | Estate Planning & Probate News
Under Section 67(e), the adjusted gross income of an estate or nongrantor trust is to be computed in the same manner as in the case of an individual, except that the deduction for costs which are paid or incurred in connection with the administration of the estate or... read more
May 31, 2012 | Estate Planning & Probate News
The game clock is running down on a two-year window of estate and gift tax planning opportunities that may never happen again. Unless Congress acts, on January 1, 2013, federal estate and gift tax exemptions and rates will revert to their 2001 levels (adjusted for... read more
