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

  • 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...

Legislative Watch-House Bill Would Stave Off Estate Tax Repeal

  • October 26, 2009

A move is underway in Congress to stave off the sunset of the estate tax in 2010 and prevent a wholesale revision of the transfer tax rules in 2011.

Many Taxpayers Stand to Gain From New Laws

  • January 7, 2009

Wealthy Likely to Benefit Most From 2009 Changes; Putting More in Your 401(k) New Year's Day brought relief for most taxpayers, especially upper-income ones -- even as President-elect Barack Obama is proposing new tax cuts as part of his wide-ranging economic-stimulus package