Posts tagged as:

Taxes

Estate Tax Hokey Pokey

September 24, 2009
Photo by goldberg

The future of the Federal Estate Tax remains clouded.
We have been keeping our ear to the ground (actually we have been calling people and searching the Web for clues) to help our advisors predict what will happen with the Estate Tax.
As most of you know, under the 2001 Economic Growth and Tax Reconciliation Act, the [...]

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A Stake in the Heart of Small Business

July 15, 2009
Photo by mugley

It is undisputed that the majority of job growth comes from small businesses.
Logically, one would think that the best strategy in the current economic environment would be to help the small business owner.
However, the TARP bailout funds have been lavished upon major banks, who used the money to improve their balance sheets and pay bonuses [...]

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Defective Grantor Trusts Get More Attractive

April 9, 2009
Economic Recession

The Wall Street Journal has published an excellent analysis of the effectiveness of Intentionally Defective Grantor Trusts during an economic recession. Unusual Trusts Gain Appeal in Unusual Time – WSJ.com.
While these trusts carry risks and are often scrutinized by the IRS, estate planning lawyers are seeing an increased interest in them this year. With proper [...]

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