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Year-End Estate Planning for 2023

A strong stock market and “soft landing” have generated significant wealth this year. The gift tax, estate tax and generation-skipping transfer tax are all imposed on the fair market value of assets at the time of transfer....more

Year-End Estate Planning for 2022

According to Bloomberg, nearly 2,600 estates paid $18.4 billion in estate taxes in 2021, nearly double the amount paid to the IRS in 2020. Fortunately, periods of market volatility and uncertainty present estate planning...more

Tax Reform Impact On Estate Taxes

This is the sixth issue in a planned series of alerts designed to provide an in-depth analysis on topics related to tax reform. Like all new things, new years typically welcome many changes, opportunities and new...more

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