Category Archives: Advanced Estate Planning

Sometimes You Don’t Want To Be Number One – New Jersey Leads Combined Federal & State Death Tax Rates

One of the first consequences of the new estate tax law for 2011, the one raising the federal exemption amount to $5 million for an individual, was that financial advisors and planners were saying that “estate tax planning was OVER.” … Continue reading

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Estate Tax Gambler’s Anonymous

One of the topics I discuss in my initial client meetings is the federal estate tax and its future. Over the years, the discussion has had to change as the landscape of federal estate tax changes. I’m often asked what … Continue reading

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Estate Planning is a Matter of Timing – And Counseling

In March, Dan Duncan became the first billionaire to die in this year of an federal estate tax repeal – that is to say, no federal estate tax at all.  Assuming no retroactive changes, Duncan may be the first billionaire … Continue reading

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Colbert Report Platinum Club – Estate Tax Repeal

I thought folks would be up for a change of pace. Here is what Steven Colbert thinks about the estate tax repeal. Pick it up at the second segment at minute 12:00. Enjoy.

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Dotting the "I"s and Crossing the "T"s in the Family

A common tool for a sophisticated estate plan is the creation of a Family Limited Partnership (FLP) or Family Limited Liability Company (FLLC). Basically, these entities allow grantors to get a discount on the assets that they contribute to the … Continue reading

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