Join Robert F. Morris, Esq. to discuss some important topics such as:
- “New” issues facing boomers.
- Taxes.
- Estate Planning Opportunities and Options....more
Join Robert F. Morris, Esq. to discuss some important topics such as:
- “New” issues facing boomers.
- Taxes.
- Estate Planning Opportunities and Options....more
Robert F. Morris, Esq. will lead a discussion on important end of year estate planning topics, including:
- End of year gifting including annual exclusion gifts;
- Strategies for larger gifts;
- Charitable gift...more
Robert F. Morris, Esq. will lead a discussion on important end of year estate planning topics, including:
- End of year gifting including annual exclusion gifts;
- Strategies for larger gifts;
- Charitable gift...more
Join Robert F. Morris, Esq. to discuss some important topics such as:
- What issues can impact your family and estate plan?
- What planning opportunities are available to protect your intent?
- What estate,...more
Join Robert F. Morris, Esq. to discuss some important topics such as:
- What issues can impact your family and estate plan?
- What planning opportunities are available to protect your intent?
- What estate,...more
Join Robert F. Morris, Esq., to discuss some important components of the Administration’s proposed changes to Federal Estate and Gift Taxes. The discussion will include how these changes may impact you and your estate plan....more
Join Robert F. Morris, Esq., to discuss some important components of the Administration’s proposed changes to Federal Estate and Gift Taxes. The discussion will include how these changes may impact you and your estate plan....more
The Internal Revenue Service (IRS) recently issued much anticipated proposed regulations that clarify and revise some of the required minimum distribution (RMD) rules for qualified plans (i.e. 401ks, 403bs, etc.) and...more
In 2022, the annual exclusion for Federal Gift Taxes increased to $16,000 per person per year. Although there is near-universal acceptance of the importance of gifting, there are several issues you should consider before...more
Throughout 2021, Congress and the Executive Branch proposed tax code changes that – had they ultimately passed – would have significantly changed various estate planning techniques. Some proposals would have sidelined a...more
1/5/2022
/ Biden Administration ,
Estate Planning ,
Estate Tax ,
Estate-Tax Exemption ,
Gift Tax ,
Gift-Tax Exemption ,
Intentionally Defective Grantor Trusts ,
Irrevocable Life Insurance Trusts ,
Spousal Lifetime Access Trust (SLAT) ,
Tax Planning ,
Tax Reform