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    • Trusts & Estate Planning
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    • Estate Disputes & Litigation
    • Fiduciary Litigation
    • Business and Real Estate Succession
    • Trust Administration
    • Tax Compliance for Estates
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  • Getting Started
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6 Tax Questions to Ask Before Year-End

by Leslie Marenco | Dec 13, 2013 | Articles, Estate Tax, Gift Tax, Income Tax

Everyone’s “to-do” lists seem to grow longer at this time of year, but yours is incomplete until you ask your Estate Planning Lawyer to support you to get these six tax questions answered before the end of the year: Should I defer or accelerate income?  If it looks...

10 Estate Planning Questions to Ask Before Year-End

by Leslie Marenco | Dec 6, 2013 | Articles, Asset Protection, Estate Planning, Estate Tax, Gift Tax, Income Tax, IRAs / 401(k), Trusts, Wills

If you have not revisited your estate plan this year following the changes made to the estate and gift tax laws by the American Taxpayer Relief Act of 2012 passed by Congress on Jan. 1, 2013, ask yourself these 10 questions then schedule a meeting with your Estate...
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