GST Trusts - (September
2007) As we have pointed out in past articles, estate taxes represent the
single largest threat to a family's wealth over the course of several generations.
Depending upon the size of your estate and the state in which you live, estate taxes can
consume more than half of your family's wealth without proper planning.
Gift Tax Exclusion - (August, 2007) One of the most common misconceptions many of our clients come to us with
is the gifting of property to their children. Not only are they
surprised that they can't deduct the gift, but they're often stunned to
realize it may be taxable to them!