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Division of Assets – Collections and Estate Planning

Division Of Assets - Collections And Estate Planning

Whether you collect first-edition books or sports memorabilia, you’ve likely put significant time, effort, and money into the items you’ve accumulated over time. Regardless of what they’re worth, it’s not unusual for you to want…

GRAT: Strategy in Low Interest Rates Environments

GRAT

The past decade has been a historic time for interest rates, as they have hovered around unprecedented lows since the Financial Crisis. These favorable interest rate conditions create some compelling estate planning opportunities. One strategy…

SECURE Act – Revisiting Your Estate Plan

Secure Act Estate

The SECURE Act, which passed in December, made the most pronounced changes to retirement accounts in a long time. Those changes also have a ripple effect that has us revisiting our clients’ estate plans.  Under previous…

The Window to Gift Is Open

Time To Gift

One of the major changes in the 2017 Tax Cuts and Jobs Act was an increase in the estate and gift exemption, which is the amount that one can gift during their life or at…

Upstream Gifting

Upstream Gifting

With the passage of the Tax Cuts and Jobs Act, the estate and gift tax exemptions were doubled from approximately $5.6 million to $11.2 million per person. With fewer individuals facing an estate tax issue,…

Will I Itemize Deductions in 2018?

Tax Planning For 2018 And Beyond: Bunching Deductions

The Tax Cut and Jobs Act included a substantial increase in the Standard Deduction that each taxpayer is able to take. For individuals it moved from $6,350 in 2017 to $12,000. For married filing joint taxpayers,…

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