Estate Planning for Appreciated Assets with a Zeroed-out GRAT, Part 2

  • May 19, 2014

written by Brenda Logsdon Click here to read part 1. A GRAT is an estate planning technique that minimizes the tax...

Estate Planning for Appreciated Assets with a Zeroed-out GRAT, Part 1

  • May 12, 2014

written by Brenda Logsdon A GRAT is an estate planning technique that minimizes the tax liability existing when inter-generational transfers of...

Reduce Your Tax Liability with Estate and Gift Tax Planning

  • December 9, 2013

Take advantage of the following estate planning techniques to reduce your estate and in some instances your income tax burden. Use...

President Signs the American Taxpayer Relief Act into Law

  • January 6, 2013

President Obama signed the American Taxpayer Relief Act into law on January 2, 2013. Read the highlights below for Individuals and...

Reduce Your Tax Liability with Estate and Gift Tax Planning

  • October 31, 2012

written by Brenda Logsdon Now is the time to review charitable giving to ensure it is accomplished in the most tax-efficient...

A Guide to Gift and Estate Planning

  • January 25, 2012

written by Brenda Logsdon In the following guide you will find an assortment of recommendations to reduce or shift value from...

Reduce Your Tax Liability with Estate and Gift Tax Planning

  • December 22, 2011

written by Brenda Logsdon In addition to discussing different estate planning techniques, this article includes information about making gifts to children...