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Some pages on this website may reference laws or legal interpretations that are no longer current. Laws change, courts interpret them differently, and every case is unique. The information provided here is for general educational purposes only and is not a substitute for legal advice about your specific situation.
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The Holidays and Estate Planning

The holidays are upon us.  Many of us will sit down for a feast, with family, next week. We will talk about what we are thankful for.  Then may Hanukkah or Christmas are celebrated in your house. Again a time to be thankful.  Then the new year is here! 2014 is just around the corner. […]

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Estate tax exclusion 2014

The IRS has released their inflation adjusted numbers for 2014. The estate tax exclusion has gone up to $5.34m for 2014.  The annual gift exclusion remains at $14,000. Below is the text straight from the IRS website: 2014 Inflation Adjustments IR-2013-87, Oct. 31, 2013 WASHINGTON — For tax year 2014, the Internal Revenue Service announced […]

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