Month: December 2014
December 29, 2014
What the 2015 Inflation Adjustments for the Estate Tax Exemption
The Internal Revenue Service has released the official inflation adjustments that will affect 2015 federal reporting for estate taxes, gift taxes, generation-skipping…
December 26, 2014
2015 Changes to State Death Taxes
If you live or own property in one of the 20 jurisdictions listed below, then you may have a state death tax…
December 22, 2014
The Clock is Ticking on Maxing Out Your 2014 Retirement Plan Contributions
With the end of 2014 fast approaching, now is the time to take a look at your year-to-date retirement plan contributions to…
December 12, 2014
An Estate Planning Checklist to Facilitate Wealth Transfer
Studies have shown that 70% of family wealth is lost by the end of the second generation and 90% by the end…
December 5, 2014
Year End Estate Planning Tip #5
Don’t let the chaos of the holiday season prevent you from avoiding federal gift tax by making ‘annual exclusion’ gifts, medical payments…