Blog Posting By Tag: Estate Planning

Posted: Mar 16, 2017
In the alphabet soup of estate planning jargon, the acronym QPRT is one of the more familiar — if not fully understood — terms and it represents a popular and rather common technique for potentially passing significant wealth amongst generations... Read More...
Posted: Jan 30, 2017
We have lost several well-known artists this past year: David Bowie; Alan Rickman; Glenn Fry; Harper Lee; Garry Shandling; Prince; Gene Wilder; George Michael; and most recently Carrie Fisher and her mother Debbie Reynolds.  These names are a... Read More...
Posted: Oct 25, 2016
In June of this year, Microsoft announced plans to acquire LinkedIn for $196 per share in an all cash deal. This is great news for LinkedIn shareholders and this is only one of 32,203 M & A deals announced during 2016 which total value estimated... Read More...
Posted: Oct 21, 2016
In late 2014 the Achieving a Better Life Experience Act (ABLE) was enacted to enable states to create tax-advantaged savings programs for young people with disabilities under section 529A of the Internal Revenue Code.  By 2017 many states,... Read More...
Posted: Jul 25, 2016
Even at the ripe old age of 100, the Federal Estate Tax – also affectionately known as the ‘death tax’ – is still steeped in controversy.  When it was first instituted in 1916 during the height of World War I, it was seen by... Read More...
Posted: May 09, 2016
The State of California holds more than $8 billion in unclaimed funds on its books. States all over the country are running massive surpluses of orphaned accounts. These funds are the result of bank and investment accounts being left behind or... Read More...
Posted: Apr 20, 2016
“He who will not economize will have to agonize.” - Confucius (551 BC - 479 BC) For thousands of years people have been told to adhere to a budget, and today the thought seems as daunting as ever. This can be especially true for those who live in a... Read More...
Posted: Jan 25, 2016
Many families hold philanthropy as an important family value and strive to find ways to give efficiently, perhaps accomplishing additional objectives in the process.  Investors, having lived with low interest rates for many years, are... Read More...
Posted: Jan 21, 2016
Protecting Americans from Tax Hikes Act of 2015 Signed into Law   Very rarely big changes sweep the landscape of financial planning but when they do taxpayers are sometimes awarded significant benefit from the change. On December 18,... Read More...
Posted: Jan 04, 2016
Many couples going through divorce are opting to pursue a settlement process through mediation. Mediation can reduce the overall cost and the emotional trauma experienced in a more traditional dissolution process in which spouses are separately... Read More...

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