» Taxes

New (Good) Estate and Gift Tax News - Just Not the News You Were Expecting

October 24th, 2017
Posted By
Marc S. Levine
The IRS announced last week, in a visually stunning and well written Revenue Procedure (that is sarcasm) some good news for estate and gift taxes. They announced the 2018 inflation adjusted amounts for the annual exclusion gift, the estate and gift t… Read More
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Categories: Estate Tax, Gifts, News, Taxes

IRS Summertime Reading

August 2nd, 2015
Posted By
Marc S. Levine
The Internal Revenue Service likes to kick back, relax and do some reading in the summer, just like the rest of us. Granted, their idea of summertime reading may be a little different then ours. Here is the latest in the IRS series of Summertime Tax… Read More
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Categories: IRS, News, Taxes

IRS Tips on Gift Taxes

April 1st, 2015
Posted By
Marc S. Levine
As the April 15 deadline approaches for income tax return filing, IRS is coming out with many reminder regarding what you are required to file. One area that often causes confusion is gift taxes. As we discussed previously, the gift giving rules can… Read More
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Categories: Estate Planning, Gifts, IRS, Taxes

Relocating and Estate Planning - What Do I Need To Do Again?

February 10th, 2015
Posted By
Marc S. Levine
Many people will relocate to another state upon retirement. A very common question we get in our seminars is whether or not your estate planning documents will be “good” in the new state? The answer to that question brings into focus the issue of… Read More
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Categories: Beneficiary Designations, Estate Planning, Estate Tax, Taxes