Tag Archives: marital deduction

Creating and Maintaining Flexibility in Wills and Trusts

The principal objective when drafting wills or trust agreements is to best effectuate the intent of the settlor or testator, while at the same time ensuring that the most advantageous tax and legal objectives are met. Since the will may … Continue reading

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Estate Planning in 2013

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Tax News & Comment — October 2013

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Tax and Legal Issues Arising in Connection With The Federal Gift Tax Return (2013 Revision)

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The Decedent’s Last Will: A Final Profound Statement

Introduction.    A will is a written declaration providing for the transfer of property at death. Although having legal significance during life, the will is without legal force until it “speaks” at death. Upon the death of the decedent, rights of … Continue reading

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2012 Taxpayer Relief Act & Tax Outlook for 2013

View in PDF:  Tax News & Comment — February 2013 2012 Taxpayer Relief Act & Tax Outlook for 2013 I.  Overview of Act On January 2, President Obama signed the American Taxpayer Relief Act of 2012 (the Act) into law, … Continue reading

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Tax News & Comment — February 2013

View in PDF:  Tax News & Comment — February 2013

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