Tags » Estate Tax

In Estate Planning, Where There's a Will There's a Way

An August 15, 2014 article, by Robert Wood, in Forbes.com, told how many large companies, such as GM and Merck, pay zero taxes. It told how Apple avoided $9 billion in US taxes in 2012, according to a US Senate Report issued in 2013. 232 more words


New Jersey Lawmakers Consider Repeal Of State's Inheritance Tax

TRENTON, N.J. (CBSNewYork/AP) – Lawmakers in New Jersey are considering a repeal of the state’s inheritance tax as well as raising the threshold for paying an estate tax. 182 more words


Federal Estate Tax Traps - Life Insurance

I believe the following article is one that only estate and tax attorneys will love. Therefore, I will draw conclusions from it at the beginning rather than at the end. 445 more words

Drafting Wills And Trusts

'Decant' an Irrevocable Trust

Irrevocable may not mean what you think it means when it comes to trust planning.  Thanks to a process known as “trust decanting,” a trustee can change irrevocable trust terms. 304 more words

Estate Tax

3 Planning Considerations For a Non-Citizen Spouse

This is South Florida so I commonly encounter married couples with mixed nationalities.  That is, one spouse is an American citizen and the other is not.  1,352 more words

High Net Worth

What's Important in the World Today: 12 August 2014 edition

Well hello there!

In 1962 Everett Rogers, a Communication professor who studied Sociology and Statistics, wrote a book called Diffusion of Innovation.  In it Rogers argued that innovations spread throughout society in stages.   504 more words



With tax rates somewhat higher than in prior years based on increases in income taxes, capital gains, and the new so-called Medicare tax, (which is basically an investment income tax for those who earned more than $200,000 if single and $250,000 if married) the net rate of return for people may be somewhat lower than it has been. 473 more words

High Net Worth