Blog Archives

The Last (Really BIG) Tax-Free Gift

Under current federal estate tax law there is an exclusion up to $5.12 million in 2012. Taxable estates above this amount are taxed at 35%. This exclusion is scheduled to decrease to $1 million beginning in 2013. The tax rate


Tagged with: , , , , , , , , , , , , , , , , , , , ,

Why the Fiscal Cliff is Fiscally Irresponsible

  The Federal Government and the country are set to go off the Fiscal Cliff on New Year’s Day.   The term Fiscal Cliff refers to number of laws that if they remain unchanged, could result in significant tax increases


Tagged with: , , , , , , , , , , , , , , , , , , , , , , , , ,

Is Estate Planning Dead?

With the Federal Estate Tax Exclusion of $5 million, many commentators have suggested estate planning is dead.  I think this deserves a closer look.


Tagged with: , , , , , , , , , , , , ,