The Estate Planner – January/February 2016

by | Dec 22, 2015 | Publications

Happy New Year!               Here’s a brief glance at what you’ll find in The Estate Planner – January/February 2016 issue…   Estate planning for residential real estate For many individuals, one or more residences compose a large portion of their wealth....

The Estate Planner – September/October 2015

by | Sep 3, 2015 | Publications

Here’s a brief glance at what you’ll find in this issue of The Estate Planner – September/October 2015:   A TRU balances interests of current, future beneficiaries Trusts often create conflicts between current beneficiaries, who receive the income that the...

The Estate Planner – July/August 2014

by | Jul 1, 2014 | Publications

Below is a brief glance at what you’ll find in the July/August 2014 issue.  The Estate Planner – July/August 2014 Net gain for taxpayers: Tax Court approves net gift strategy A net gift is a technique that potentially allows reduction of the effective gift tax...

The Estate Planner – May/June 2014

by | May 1, 2014 | Publications

Below is a brief glance at what you’ll find in the May/June 2014 issue.  The Estate Planner – May/June 2014 Valuing LLC interests: How to lose in Tax CourtAfter the IRS determined that an estate had underreported the value of its interest in a limited liability...

The Estate Planner – March/April 2014

by | Mar 4, 2014 | Publications

Below is a brief glance at what you’ll find in the March/April 2014 issue of The Estate Planner.Link to the issue. March/April 2014 Private annuities can offer big tax savings A private annuity can be a powerful strategy for passing assets to heirs in a tax-efficient...