Estate and Elder Law

Recent Posts

Higher Taxes Are on the Horizon - 10 Planning Tips
Posted on 31 Jul 2012 by Gregory Herman-Giddens

Despite all the wrangling in Congress, we are still facing income and estate tax increases in 2013, now only five months away. See if you might be able to utilize any of these planning tips from the Accounting Today article Midyear Tax Planning: Top 10... Read More

Wealth Transfer Opportunities Targeted
Posted on 16 Feb 2012 by Gregory Herman-Giddens

Wealthy folks looking to transfer assets to younger generations in tax-advantaged ways should act now, as the Obama administration is seeking to limit several favorite techniques of estate planning attorneys. On the chopping block are the most commons... Read More

7 Big Estate Planning Mistakes
Posted on 16 May 2012 by Gregory Herman-Giddens

This recent Forbes article 7 Major Errors In Estate Planning is a must read for everyone, and most errors discussed apply to those with estates below $1 million. Items 1 through 3 apply to virtually everyone, while those with large insurance policies... Read More

  • Blog Post: Wealth Transfer Opportunities Targeted

    Wealthy folks looking to transfer assets to younger generations in tax-advantaged ways should act now, as the Obama administration is seeking to limit several favorite techniques of estate planning attorneys. On the chopping block are the most commons uses of IDGTs (Intentionally Defective Grantor Trusts...
  • Blog Post: 7 Big Estate Planning Mistakes

    This recent Forbes article 7 Major Errors In Estate Planning is a must read for everyone, and most errors discussed apply to those with estates below $1 million. Items 1 through 3 apply to virtually everyone, while those with large insurance policies, particularly couples with young children, need to...
  • Blog Post: Higher Taxes Are on the Horizon - 10 Planning Tips

    Despite all the wrangling in Congress, we are still facing income and estate tax increases in 2013, now only five months away. See if you might be able to utilize any of these planning tips from the Accounting Today article Midyear Tax Planning: Top 10 Tips in a Time of Uncertainly . One thing the...