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Federal Estate and Gift Tax Rules for 2013, Including Examples

January 4, 2013

By passing the American Taxpayer Relief Act of 2012 (“ATRA”), President Obama and Congress have agreed on a first step towards solving our fiscal cliff problem.  While neither Democrats or Republicans seem overly “happy” with the new law, their compromise has created a level of stability in federal transfer taxes unseen in well over a…

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My 21 Favorite Estate Planning Insults and Comebacks

December 2, 2012

When you achieve a certain level of success in estate planning law, complaining about the billboards, the yachts, the keys to the cities, the authorized (and unauthorized) documentaries about your life, etc. seems a bit petty. Then again, the naysayers can be quite annoying.  You…

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The Fiscal Cliff and Your Estate Planning (Part III): The Impact on You

November 30, 2012

In the first post of this series, we discussed the fiscal cliff and its impact on our economy.  In the previous post, we covered the proposals most likely to be considered by Congress in the coming weeks.  In this final post of the series, we…

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The Fiscal Cliff and Your Estate Planning (Part II): Proposed Laws

November 27, 2012

In Part I of this topic, we explained the fiscal cliff and how it will likely result in changes in estate and gift tax law that could affect millions of families in the coming years.  In this post, we discuss each of the main proposals…

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The Fiscal Cliff and Your Estate Planning (Part I): The Basics

November 19, 2012

The recent election results combined with the impending “fiscal cliff” means that there will most likely be changes in tax rates in the near future. For example, we are pretty much guaranteed that the federal estate and gift tax rules will change for the 12th…

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Interview: Young Adult With Digital Assets But No Will

September 13, 2012

It has been said that young adults without significant assets do not need a will.  In response, I present an interview with my friend “F”. F is in her mid-20s.  She has full-time employment and also runs a side photography business.  She is single and…

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In Appreciation – Second Year

August 3, 2012

This is the end of my second year of blogging.  Today, I want to thank all of my readers by going through some numbers and then by also giving a special thanks to a special lady. The Numbers First, I’d like to share some of…

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