Lifetime Gifting Program

A lifetime gifting program allows you to avoid gift, estate and generation-skipping transfer tax on transferred assets. Under the Internal Revenue, Code, you can transfer up to $13,000 per year, per person, to anyone without incurring gift tax or generation-skipping...

2009 Year End Planning Letter

Dear Clients: President Obama has begun to address the economy, the budget deficit, healthcare, taxes, and many other challenging issues, among them the uncertainty in the federal estate tax law. For 2009, the estate tax exclusion amount is at a historic high of $3.5...