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12
Dec

Barron’s on Why You Should Gift Now

Great article from Barron's explaining the lifetime bypass trust and how couples can gift over $10,000,000 to each other (although most gift much less) and avoid…

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14
Nov

Lifetime Bypass Trust

Until December 31, the lifetime gift tax exclusion is $5,120,000 per person. Unless Congress acts, this amount will drop to $1,000,000 on January 1, 2013.  It…

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07
Aug

2. Who Needs an Estate Plan?

Here is part 2 my series entitled, Estate Planning – What You Need to Know. Who Needs an Estate Plan? If you have a family, a…

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