Is It Time to Simplify Your Estate Plan?

As you probably know, the American Taxpayer Relief Act of 2012 (2012 Tax Act) was passed by Congress and signed into law by the President earlier this year. While the law increases taxes for higher income earners, it also provides some much needed permanent estate, gift and generation skipping transfer tax relief to many

By |2018-07-10T15:56:53-05:00March 21st, 2013|Categories: Estate Planning|Tags: , , , , |Comments Off on Is It Time to Simplify Your Estate Plan?

Estate Planning Update – Third Quarter 2012

I hope that you had a great summer! I am writing to give you an update on the estate planning world as we approach the end of the year, the scheduled expiration of the current estate tax law, and a presidential election. Next year is likely to be one with significant changes in tax

By |2018-07-10T15:58:09-05:00November 13th, 2012|Categories: Estate Planning|Tags: , , , |Comments Off on Estate Planning Update – Third Quarter 2012
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