News Room

End of Year Gifting

It’s that time of year again: presents! Yay! Everyone loves unwrapping gifts and seeing what waits inside (hopefully not a tie or sweater). What’s the best gift to give? If you ask fifty people, you’d receive fifty different answers. But, from an estate planning and tax viewpoint, what’s the best gift? Cash is still king. […]

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2013 Estate Tax

There are many issues presently facing the American people. Jobless rates not declining as much as we’d like; the economy taking longer to improve than we’d all prefer; the fiscal cliff. But, what many people have overlooked is the imminent changes in the estate and gift tax laws set to take effect January 1, 2013. […]

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Is Joint Property Subject to Estate Tax?

When a loved one dies, most often, they leave their belongings to their heirs in a will. These assets are subject to the estate tax. However, some assets avoid probate entirely and pass automatically. One such asset is jointly owned property. Jointly owned property avoids the probate process. Why? Because jointly owned property is not […]

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Asset Planning – More Important than Ever?

Asset Planning – More Important than Ever?               It’s the day after taxes are due and many of us are breathing a sigh of relief that the last minute rush of filing is now over. While some of us moan and groan about the money we paid in, and others anxiously await our fruits […]

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2012 Federal Tax Law Changes

Beginning with your 2012 tax returns (the return you’ll file in April 2013), several changes are taking effect. Several of the major changes are noted below: Federal income tax bracket thresholds for 2012 have risen for each filing status. For a married couple filing a joint return, the taxable income threshold separating the 15% tax […]

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