As estate planning attorneys, we recognize the importance of helping our high-net-worth clients understand the nuances of SLATs in divorce situations.
Understanding the Impact of Estate Tax Changes Yesterday I was talking to a client about how the tax law rules have changed since the last time we got together to review her estate plan. She mentioned how good it would be for her heirs now that the effective “estate tax exemption” is over $12 million, […]
After 33 years of Estate Planning, there remains as much uncertainty today as there has ever been over the future of the Estate Tax and the implications for a spousal trust. With the recent election under our belt, we are certainly on the heels of a major Tax Act that will decrease the Estate Tax […]
Over the last 38 years of practicing in the Estate Planning arena, I have grown with my clients, intellectually as well as financially. The only attorney who would discount the value of experience would be a young attorney who doesn’t have it. I can say with absolute 100% surety that there is a huge difference […]
