More on GRATs
Just to add to Tim’s analysis , for those considering using a GRAT, now is the time to act. GRAT’s have been closely scrutinized for years, and there has been some discussion, for quite some time, that...
View ArticleEstate Planning for New Parents
My wife and I are expecting our third child any day now, so when I saw Erik Canter’s post over at Forbes.com on financial and estate planning for new parents it caught my attention. It is generally a...
View ArticleStandards Determining Capacity for PA Power of Attorneys
Estate Planning and Elder Law practitioners in Pennsylvania routinely recommend to clients that they execute a Durable General Power of Attorney naming an agent to be empowered to act on their behalf...
View ArticleLet’s Not Forget Qualified Personal Residence Trusts (QPRTs).
With less than 5 months remaining in 2012, we have had many clients take advantage of the current $5,120,000 exemption from federal estate taxes by engaging in some form of lifetime gifting. We have...
View ArticleNational Estate Planning Awareness Week Oct. 15-21, 2012
Next Week, October 15-21, is National Estate Planning Awareness Week! Antheil Maslow & MacMinn encourages you to use this as an opportunity to discuss estate planning with your family, your...
View ArticleWhy are Beneficiary Designations Important?
On Friday we kicked-off our series for National Estate Planning Awareness Week, check out that first post here. Today I’ll talk about Beneficiary Designations! Beneficiary designations on retirement...
View ArticleEstate Planning and Joint Ownership of Property
We kicked off our blog series on Estate Planning, in honor of National Estate Planning Awareness Week, with an introduction to what estate planning is, why it’s important, and what it involves, check...
View ArticleEstate Planning for Young Adults, College Students, and Recent Graduates
As part of National Estate Planning Awareness Week, we’ve posted a series of items on estate planning issues. Check out the series Introduction, the post on Beneficiary Designations, and the post on...
View ArticleClik here to view.
'Tis the Season...for Tax Free Gifts
It’s December. The holiday season is a time of families and gift-giving. It is also the time of tax planning and annual exclusion giving. The annual exclusion refers to the amount a person can give...
View ArticleClik here to view.
Charitable Donations: Deductions, Limitations, and Substantiation
The holiday season is critical for charities. According to Charity Navigator, a charity will (on average) receive 41% of its annual contributions between Thanksgiving and New Year’s. Another study by...
View ArticleFederal Transfer Tax Update – The American Taxpayer Relief Act of 2012
Since Congress passed the American Taxpayer Relief Act of 2012 late into the night of January 1, 2013 (a little late, but it got done) and the President signed it into law on January 2nd there has been...
View ArticleEstate Planning for New Parents
My wife and I are expecting our third child any day now, so when I saw Erik Canter’s post over at Forbes.com on financial and estate planning for new parents it caught my attention. It is generally a...
View ArticleStandards Determining Capacity for PA Power of Attorneys
Estate Planning and Elder Law practitioners in Pennsylvania routinely recommend to clients that they execute a Durable General Power of Attorney naming an agent to be empowered to act on their behalf...
View ArticleLet’s Not Forget Qualified Personal Residence Trusts (QPRTs).
With less than 5 months remaining in 2012, we have had many clients take advantage of the current $5,120,000 exemption from federal estate taxes by engaging in some form of lifetime gifting. We have...
View ArticleNational Estate Planning Awareness Week Oct. 15-21, 2012
Next Week, October 15-21, is National Estate Planning Awareness Week! Antheil Maslow & MacMinn encourages you to use this as an opportunity to discuss estate planning with your family, your...
View ArticleWhy are Beneficiary Designations Important?
On Friday we kicked-off our series for National Estate Planning Awareness Week, check out that first post here. Today I’ll talk about Beneficiary Designations! Beneficiary designations on retirement...
View ArticleEstate Planning and Joint Ownership of Property
We kicked off our blog series on Estate Planning, in honor of National Estate Planning Awareness Week, with an introduction to what estate planning is, why it’s important, and what it involves, check...
View ArticleEstate Planning for Young Adults, College Students, and Recent Graduates
As part of National Estate Planning Awareness Week, we’ve posted a series of items on estate planning issues. Check out the series Introduction, the post on Beneficiary Designations, and the post on...
View ArticleClik here to view.
'Tis the Season...for Tax Free Gifts
It’s December. The holiday season is a time of families and gift-giving. It is also the time of tax planning and annual exclusion giving. The annual exclusion refers to the amount a person can give...
View ArticleClik here to view.
Charitable Donations: Deductions, Limitations, and Substantiation
The holiday season is critical for charities. According to Charity Navigator, a charity will (on average) receive 41% of its annual contributions between Thanksgiving and New Year’s. Another study by...
View Article