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Latest news:

Sept 1 , 2006:
The Pension Protection Act of 2006 allows people 70 1/2 and older to give up to $100,000 from their IRA to charity in 2006 and 2007 and not pay taxes on it.


January 1, 2007:
The annual gift tax exclusion to any person remains at $12,000 for 2007.

Estate Planning


The Many Uses of a Family Limited Partnership

This flexible planning technique allows precise transfer of assets from one generation to another, retain control of the assets, reduce estate taxes and more.
Part I >>
Part II >>
Part III >>

Home Sales: Do You Really Know the Tax Exclusion Rules?

Will you be selling your home soon? How much of the gain can you exclude from tax? Do you know the current rules? Do you know the exceptions? Did your spouse die, are you divorced, remarried or in the Armed Forces? All these circumstances require special planning.

ILIT – The Irrevocable Life Insurance Trust

If you are contemplating buying life insurance to pay estimated future estate taxes, you will probably want to use an Irrevocable Life Insurance Trust. Here’s why…

The Buy-Sell Agreement: The Simple Solution

Studies have shown that 46% of business owners do not intend to ever retire from their businesses. Amidst the sophisticated estate planning techniques for business succession planning, the simple buy-sell agreement solves a myriad of post-death problems.






















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