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Financial News & Analysis

Archive - Estate And Gift (831 bytes)

   Estate And Gift (815 bytes)
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. 

The 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!