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Tag: Exemptions

Should a GRAT Be Part of My Estate Plan?

Written by Kevin Quinn on December 25, 2020. Posted in Beneficiary Designations, Estate Planning, Trusts.

“Low interest rates and looming potential tax changes make this a good time for high-net-worth clients to use a...

Beneficiaries, Estate Planning Attorney, Estate Taxes, Exemptions, Generation Skipping Transfers, Grantor Retained Annuity Trust, GRAT, Lifetime Gift Tax Exclusion, Trust, Wealth

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How Family Businesses Can Prepare Now for Future Tax Changes

Written by Kevin Quinn on May 19, 2020. Posted in Asset Protection, Business Succession Planning, Current Affairs, Estate Planning, Giving, LCPC, LGBT, Miscellaneous, Retirement Planning, Tax Planning, Trusts, Wills.

“Coupled with the upcoming presidential election, small to mid-sized business owners are faced with a slew of...

Capital Gains, Discounts, Exemptions, Family Owned Business, Gifting, Grantor Retained Annuity Trusts, GRATs, Irrevocable Trusts, Lower Valuations, Value Appreciations

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Relocating for Retirement, Family … or Taxes?

Written by Kevin Quinn on April 30, 2020. Posted in Asset Protection, Beneficiary Designations, Current Affairs, Estate Planning, Giving, Inheritance, LCPC, LGBT, Miscellaneous, Retirement Planning, Tax Planning, Trusts, Wills.

“Does your ability to pass on your wealth to your heirs depend on where you live … and die? Indeed, it...

Estate Planning Attorney, Estate Tax, Exemptions, Heirs, Inheritance

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State Estate Taxes to Consider When Planning a Retirement Relocation

Written by Legacy Counsellors P.C. on April 25, 2019. Posted in Asset Protection, Current Affairs, Estate Planning, Inheritance, Miscellaneous, Tax Planning.

Chances are you wouldn’t choose to live in a state, where estate taxes take a big bite out of your estate....

Estate Planning Lawyer, Estate Tax, Exemptions, Inheritance, Tax Planning

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