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Window Closing on Historic Wealth Transfer Planning Opportunities?

Window Closing on Historic Wealth Transfer Planning Opportunities?

by The Estate/Wealth Planning Attorneys | Aug 3, 2021 | News, Publications

Federal estate and gift tax mitigation is an important component for many high-net-worth and ultra-high-net-worth individuals’ tax and financial planning efforts. The federal estate and gift tax framework limits the value an individual can give to their family, during...
IRS Provides Relief for 2019 Federal Income, Gift, and Estate Tax Returns

IRS Provides Relief for 2019 Federal Income, Gift, and Estate Tax Returns

by The Estate/Wealth Planning Attorneys | Apr 24, 2020 | News

The Internal Revenue Service recently provided relief for taxpayers that are affected by the ongoing coronavirus pandemic by extending the filing and payment deadlines for all federal income, gift, and estate taxes. The IRS released Notice 2020-18 on March 20, which...
Decreased Interest Rates Present Wealth Transfer Opportunities

Decreased Interest Rates Present Wealth Transfer Opportunities

by The Estate/Wealth Planning Attorneys | Apr 24, 2020 | News

As the coronavirus continues to impose financial hardships across the world, the Federal Reserve recently cut its target interest rate to near 0% in an effort to support the economy. Likewise, interest rates published by the Internal Revenue Service are also at...
Estate Planning in Light of the Coronavirus

Estate Planning in Light of the Coronavirus

by The Estate/Wealth Planning Attorneys | Apr 22, 2020 | News

The coronavirus has undoubtedly had a devastating impact felt by all individuals on a global scale. In these truly unprecedented times, we understand that individuals will continue to face profound and long-term uncertainty for what lies ahead. Perhaps now more than...

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