Gift Taxes

May 11, 2017

Qualified Personal Residence Trusts

A device to remove the value of your personal residence from your estate and reduce your estate tax exposure is a particular type of irrevocable trust […]
February 1, 2017

The Poor Man’s Estate Plan

The biggest mistake people make when “planning” their Estates is adding someone else’s name to their bank accounts or erroneously relying on account beneficiary designations. The […]
October 16, 2016

Do Not Plan Your Estate Around Specific Assets! – The case of Jim.

Unless there are compelling reasons why a specific asset should go to a specific person, you should not try to plan around specific assets. We are […]