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09
Jan

New 2013 Gift Tax and Estate Tax Rates – Now What?

Congress surprised us again and passed the American Taxpayer Relief Act (don't you love the catchy name) on January 1 to temporarily avoid the fiscal cliff.…

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20
Nov

How the Lifetime Bypass Trust Works: Attention CPAs

Many of my clients are interested in the Lifetime Bypass Trust. And some are vetting the concept through their CPAs. Here is an email (with the…

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27
Oct

Lifetime Exemption Trust

Forbes has a great article on lifetime exemption trusts, aka spousal lifetime access trusts. This is a great trust strategy to gift assets to your spouse…

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27
Oct

Gift Now Before It’s Too Late

One of my clients send me a terrific article from Concannon Miller about the urgency to make gifts and how to make gifts before December 31.…

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