Tag Archives: Offshore Assets

Gifts For Your Children: Selling or Transferring Property To Your Kids (Plus a Few Tax-Time Tips)

At this time of the year, we feel compelled to remind our followers of a couple of tax-time tips, all of which we have discussed several times in recent months: Recent changes to the law have forced financial institutions that … Continue reading

Posted in Estate Planning, Estate Tax, Gift Tax, Radio Show: Wealth Preservation and You, Residential Real Estate, Tax Law, Trusts & Estates | Tagged , , , , , , , , , , | Leave a comment

Estate Planning for Special Assets: Family Business, Out of State Assets, Companion Animals, Trustee Duties

When we have previously discussed estate planning, we’ve primarily focused on situations that involve the basics of how to handle real estate or liquid assets like stocks and bonds, so your beneficiaries receive as much as possible of your estate … Continue reading

Posted in Asset Protection, Business Law, Estate Planning, Estate Tax, Partnerships, Radio Show: Wealth Preservation and You, Succession Planning, Trust Administration, Trusts & Estates | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment