/Tag: estates & trusts

Estate planning strategies for married couples

By |2017-05-24T13:42:03+00:00January 27th, 2017|Categories: Estate & Trusts|Tags: , , , |

It’s crucial to review and update your estate plan in light of significant life changes or new tax laws. It’s equally important to be aware of strategies that can be implemented after your death to achieve your estate planning goals. The flexibility postmortem strategies provide is especially important during times of estate tax law uncertainty, [...]

IRS Proposed Regulations Target Gift and Estate Tax Planning Strategies

By |2017-05-24T13:42:05+00:00August 19th, 2016|Categories: Estate & Trusts, News|Tags: , , , |

The IRS has released proposed regulations that would close so-called tax loopholes that many wealthy taxpayers have used to minimize transfer taxes (such as gift and estate taxes) when transferring interests in a closely held family business to relatives. If finalized, the regulations would significantly limit the effectiveness of certain tax-saving vehicles, including family limited [...]

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