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Estate and Gift Planning in Times of Turmoil
Let’s see: the stock market moves like a yo-yo on an hourly basis, the national political climate is as clear as mud, and Maryland has seen an earthquake, a hurricane, and flooding all in the span of a...
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Trusts for Minors
It is almost automatic for families with minor children to implement trusts for the children within their estate plan. The logic is simple. If one spouse dies, the family’s collective estate is...
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Is Certainty Coming to the Federal Estate Tax?
The White House was somewhat vague about its intentions regarding the federal estate tax following the State of the Union address. One comment suggested that the Administration wasn’t going to touch...
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Reacting is Not Planning!
Estate planning should be focused on anticipating possible outcomes and structuring your affairs for the tax-efficient disposition of your assets to your loved ones. However, all too frequently we...
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The Fallout from the American Taxpayer Relief Act – What a Relief?
Because the media cycle moves so quickly these days, you may have already forgotten about the frantic last few days of 2012, during which Congress and the White House worked feverishly to save us all...
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Tax Changes Loom in the President’s 2014 Budget Proposal
The White House recently released its Fiscal Year 2014 budget proposal, and there are many suggested changes that will impact individuals, businesses, and estates. Several of these...
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