The Estate Planner – September/October 2013

by | Sep 1, 2013 | Publications

Below is a brief glance at what you’ll find in the September/October 2013 issue.Link to the issue: September/October 2013 The GRAT: A limited time offer?The grantor retained annuity trust (GRAT) has long been a popular tool for transferring wealth while minimizing or...

The Estate Planner – July/August 2013

by | Jul 2, 2013 | Publications

Below is a brief glance at what you’ll find in the July/August 2013 issue.Link to issue: July/August 2013 The BDIT: Have your cake and eat it tooMany people are reluctant to consider advanced estate planning strategies because they’re not ready to give up control over...

The Estate Planner – May/June 2013

by | May 1, 2013 | Publications

Below is a brief glance at what you’ll find in the May/June 2013 issue.Link to issue: May/June 2013 Exemption portability: Should you rely on it?One of the significant changes under the American Taxpayer Relief Act of 2012 was to make estate tax exemption...

The Estate Planner – January/February 2013

by | Jan 16, 2013 | Publications

Below is a brief glance at what you’ll find in the January/February 2013 issue. Tax Deal Reshapes Estate Planning LandscapeThe American Taxpayer Relief Act of 2012 (ATRA), signed on Jan. 2, not only averted the United States’ descent over the “fiscal...