News & Analysis as of

Wills Trusts Income Taxes

Rivkin Radler LLP

Trust Beneficiary Engages In Like Kind Exchange Using Trust Property

Rivkin Radler LLP on

It is a basic principle of the income tax that the gain or loss realized by a taxpayer from the conversion of property into cash, or from the exchange of property for other property that differs materially in kind from the...more

Shumaker, Loop & Kendrick, LLP

The Estate Planner, November/December 2023

How planning can minimize the impact of income taxes - Until recently, estate planning strategies generally focused on removing as much wealth as possible from one’s estate to avoid the bite of federal estate tax....more

Adler Pollock & Sheehan P.C.

Now’s the Time to Review Your Estate Plan

When you first dipped your toes into estate planning, you were probably told to start with a legally valid will, above everything else. Check. Next, you may have been advised to create an estate plan that incorporates your...more

Bowditch & Dewey

Maximizing End-of-Year Charitable Giving

Bowditch & Dewey on

As the holiday season approaches, people are thinking about giving to charitable organizations. As a donor, you can be both philanthropic and tax-efficient in your charitable giving. Estate Planning - One way to give is...more

Ward and Smith, P.A.

Estate Planning Resolutions for 2020

Ward and Smith, P.A. on

The holiday season has come and gone, and it's hard to believe that we are on the brink of a new year and decade.  For many of us, the start of a new year can be a time of empty commitment to self-betterment....more

Adler Pollock & Sheehan P.C.

Insight on Estate Planning - October/November 2019

Do you know the differences in estate tax law for couples when both spouses are U.S. citizens vs. when one spouse is a non-U.S. citizen? Or what nonlegal document should accompany a will? We are pleased to present the...more

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