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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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31
Oct

Gift Now and Avoid Estate Tax

If you have a net worth of $1M or more (or as a couple, $2M or more), and act now, you could forever remove the threat…

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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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