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Tax Planning

WILL THE US GOVERNMENT REALLY KILL THE DEATH TAX? [ESTATE TAX]

The “death tax” is a cynical name for the estate tax paid when a wealthy person dies. Under current law, the tax does not kick in until a person kicks off, and even then, only if a person leaves more than $5.25 million behind. But when it does take effect, it is large: 40%. So, […]

James_Gandolfini_@_Toronto_International_Film_Festival_2011

GANDOLFINI ESTATE: MISTAKE OR CHOICE?

James Gandolfini has made at least as many headlines lately, after his passing, as he did as the star of “The Sopranos.” But it’s not the kind of publicity most people care to have. These stories make public what should and could have been highly private, personal choices. It didn’t have to be this way. […]

Living Trusts Tax Planning March 21, 2012

USING AN A/B SPLIT IN YOUR ESTATE PLANNING

One of my colleagues had a most memorable experience in estate planning. It happened several years ago. He happened to be visited on the same day by two lonely widows. One widow visited in the morning and the other in the afternoon. Their situations were so similar that it made a big impression on his […]