» Estate Tax Planning

The Estate of Prince – Valuation is Tricky - (Part 2)

    The Estate of Prince – Valuation is Tricky (Part 2) Last week we discussed how Prince died without a Will and several problems that that is causing in the process of estate settlement.  This week we consider another aspect of Prince… Read More
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The Estate of Prince - a Royal Mess - (Part 1)

  The Estate of Prince – a Royal Mess (Part 1) Everybody knows you should have a Will.  Although we caution our clients that having a Will alone will leave many important planning issues unaddressed, not having a Will creates a number of prob… Read More
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THE NEW FOCUS OF ESTATE PLANNING RIGHT NOW IS INCOME TAXES

Over the last two decades, changes in the estate tax laws have caused a great shift in the focus of estate planning.  At one time, the primary issue was avoiding a 55% estate tax rate on a relatively modest level of assets.  For example, in 1995 th… Read More
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I first met Hank about 3 years ago and since that time it has become exceedingly clear to me that Hank has the rare ability to take a complex problem, simplify it, and drive home results for his clients- consistently. Simply put Hank is one of the le… Read More
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