Financial Advice for Retirement, Social Security, IRAs and Estate Planning

Gifts

Found 19 Articles.
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estate-tax-changes-on-the-horizon

Estate Tax Changes on the Horizon

November 1, 2005

Hurricane Katrina and other factors put on the back burner permanent changes to the estate and gift tax. The plan was to have a permanent change to the estate tax enacted in fall 2005. For now, however, we continue to live with the scheduled phaseout that was enacted in 2001. Under this schedule, taxes will […]

get-a-jump-on-charitable-giving

Get a Jump on Charitable Giving

July 1, 2005

Charitable giving tends to be clustered in the last couple of months of the year. But if you want to maximize charitable giving and your after-tax wealth, begin your charitable gift planning now. Instead of rushing the process in the busy year-end period, take the time today to plan the best way to make gifts […]

estate-planning-the-essentials

Estate Planning: The Essentials

March 1, 2005

Estate planning need not be as complicated as many people make it. Sophisticated tools are needed by the very wealthy, business owners, those with children from more than one marriage, and others with special needs. For most of us, a good estate plan is fairly straightforward. We need only the basics. Most estate plans can […]

tapping-that-new-real-estate-wealth

Tapping that New Real Estate Wealth

November 1, 2004

Managing the equity in appreciated homes and second homes has become a pleasant and unexpected challenge for many. Especially on the coasts, residential real estate values soared the last five years. Suddenly owners, especially long-time owners, have properties that are more valuable than they imagined. For many families, real estate wealth exceeds the value of […]

updated-family-limited-partnerships

Updated Family Limited Partnerships

September 1, 2004

Soon after I updated the tax status of family limited partnerships for our July visit, the Tax Court ruled in another FLP case. The decision went against the taxpayers and again dimmed the enthusiasm of many tax advisors for FLPs. I’m not as pessimistic about the decision, but it does add some uncertainty and should […]

new-family-limited-partnership-rulings

New Family Limited Partnership Rulings

July 1, 2004

Last year a number of estate planners worried that the IRS and the Tax Court nailed shut the door on family limited partnerships. A recent federal appeals court decision recently made clear the door still is open, and it set some guidelines for the successful use of FLPs. Family limited partnerships have been premier estate […]

shrewd-family-gift-giving

Shrewd Family Gift Giving

June 1, 2004

Don’t wait until the end of the year to plan gifts to family members. Annual gifts are an important part of many estate plans, but most people don’t handle gifts the best way. Planning gifts now will increase the amount of wealth that is transferred tax-free to your heirs. The goals of gift-giving are to […]

the-overlooked-triple-tax-saving-tactic

The Overlooked Triple Tax-Saving Tactic

March 1, 2004

Estate planners agree that one of the most underused strategies is the charitable remainder trust. That might change. New trends are making CRTs more attractive. Taxpayers with appreciated property should take a fresh look at CRTs as part of their retirement and estate planning strategies. In a CRT, an individual transfers appreciated property to the […]

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