August 2011 Archives

Estate tax portability a huge benefit for married couples, P.2

In our previous post, we began looking at estate tax portability, which allows widows and widowers to carry over any unused portion of their estate tax exemption amount and apply it to their own estate at their death.

Estate tax portability a huge benefit for married couples, P.1

We have frequently mentioned on this blog that during 2010 and 2011, the estate tax exemption amount is at $5 million. Under the 2010 law raising the exemption amount, individuals can transfer up to $5 million during life or at death, free of tax.

Women and estate planning, P.2

In our previous post, we began looking at a recent Forbes article in which Deborah Jacobs points out the need for women to become more competent about and to get more involved in the estate planning process. We left off discussing how women can become facilitators in estate planning by engaging their family in the conversation, particularly in regard to their spouse and their adult children.

Women and estate planning, P.1

In a recent Forbes article, Deborah Jacobs advocates that women need to take greater initiative in learning about and participating in the estate planning process. As the article notes, a recent survey by EZLaw reveals that many American women, especially younger women, care more about maintaining their weight than about protecting their financial assets. That, she notes, is a cause for concern.

James Brown estate battle continues on, P.2

In our previous post, we began discussing the estate of deceased soul musician James Brown, particularly the battle between those who say Brown wished to give his entire estate to charity, and his family, who say that Brown intended to provide for them.

Financial planner can help assess estate liquidity

When doing estate planning, it is important not only to consult an experienced attorney, but also a financial planner. As essential as an attorney is to the estate planning process, they will not necessarily have the same focus as a financial planner. One of the ways a financial planner can be very helpful to the estate planning process is to ensure that there is sufficient estate liquidity.

More estate planners taking advantage of Dynasty trusts, P.2

As we mentioned in our last post, dynasty trusts-trusts having no expiration date and no required minimum distributions-can be an invaluable tool for the accumulation of family wealth. Such trusts have come into greater use since 1986, when Congress overhauled the generation-skipping transfer tax. Since that time, a number of states have chosen to repeal their rule against perpetuities-which limited the ability to make gifts to remove descendants-or to otherwise modify the rule to be more flexible toward such gifts.

Mr. Teiger, Thank you very much for your time and results. I will definitely recommend you & your firm to anyone who wants to be treated professionally courteously and needs results.Hope all is well.Again...thank you. Regards, Paul L.

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