Tag: estate planning

Trust Planning? What are my options?

Creating an estate plan that works can seem daunting.  However, that’s what we, as estate planning attorneys, do every day. We know the laws and know how to design the right plan that works for the needs of the individual client and the client’s…

Early Predictions About 2016 Estate Tax, Gift Tax, GST Tax and Annual Gift Tax Limits

Under current law the federal estate tax, gift tax, and generation-skipping transfer tax exemptions have become unified and are indexed for inflation on an annual basis.  Since 2011, the exemption and tax rate have changed as follows: Year    Exemption       Tax Rate 2011    $5,000,000      35%…

Ha escuchado usted sobre un “trust” pero no sabe que es o como puede beneficiarle?

Primero, déjeme decirle que es un testamento: Un testamento es un documento que indica cómo se van a transferir los bienes del Testador al morir.  Este documento es solo valido después de la muerte del creador y para transferir los bienes a los beneficiarios…

Memorial Day.

Memorial Day We don’t celebrate Memorial Day. We Remember. We honor. We just happened to be traveling this weekend and one of our most important stops during our trip was the current home of the USS Alabama in Mobile, Alabama. The USS Alabama is a…