Tag Archives: gift tax

Estate Tax Alert

Posted on July 14, 2011 by

In December of last year, Congress passed legislation that drastically changed the estate tax laws. These changes provide some of the best planning opportunities I have seen in 22 years. Now, under the budget negotiations, these benefits may be eliminated … Continue reading →

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Adding Children to Real Estate Deeds

Posted on July 6, 2011 by

Many clients ask whether or not it is a good idea to put the names of their adult children on their real estate deeds or if they should title their investment accounts jointly with their children. Generally the reason most … Continue reading →

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