There are rumors that the current administration intends to cut the $11.7 million estate and gift tax exemption to either $5 million or $3.5 million. While these proposals are always subject to change, it is worthwhile to consider if you should make a gift.
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As part of the estate planning process, we frequently need to analyze how much a person is likely to have upon death. […]
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A Disclaimer Trust is a special type of trust often created under a Will (or as a sub-trust of a revocable living trust). In order […]
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As I gaze outside at yet another major snowstorm here in Mercer County, NJ and contemplate how nice it would be if […]
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If you live in the United States and receive a gift from a family member who lives overseas who is not a […]
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Just a reminder, for the rest of this year, every US citizen and permanent resident alien has a $5,120,000 gift tax exemption. […]
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Idea One—Money One of the questions that frequently comes up when I speak with clients is that they want to be able […]
Read moreOften times, a person who is on his or her deathbed will wish to make gifts to family members. Gifts are usually […]
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Often times, a person who is on his or her deathbed will make gifts to family members in an effort to reduce […]
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