Retirement Plan Beneficiary Designations: Go Ahead and Take a Second Look
February 28, 2017
Trusts & Estates
Related: Rose-Anne B. Frano
Clear Filter
A Proactive Approach to Help Client’s Businesses Operate Smoothly in Times of Transition
January 10, 2017
Trusts & Estates
Transferring Control: Minimize Federal Taxes
May 2, 2016
Tax
IRS and the Art Advisory Panel
September 8, 2015
Tax
Estate Tax Relief in the 2010 Act
December 21, 2010
Tax
December 21, 2010 – In January we advised you that the federal estate tax was repealed for deaths occurring in 2010 and that the federal generation-skipping transfer (“GST”) tax was repealed for testamentary and lifetime transfers occurring in 2010. We also highlighted certain planning opportunities that appeared to exist in…