Category Archives: Advanced Estate Planning
Daddy, Can I Have An Apartment in the City?
One of the joys of having some success in life is your ability to do things for people you love — probably your children, first of all. For some in New Jersey parents, that might include the ability to buy … Continue reading
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
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.
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
