Tag: estate and gft tax planning


Transfer a family business in a tax-smart way

Is a family-owned business your primary source of wealth? If so, it’s critical to plan carefully for the transition of ownership from one generation to the next. The best approach depends on your particular circumstances.

If your net worth is well … Read More »

October 27th

Estate Planning Briefs. Comments Off on Transfer a family business in a tax-smart way


Getting started on your estate plan: Inventory and value assets; estimate tax liability

If you’ve decided it’s time to create your estate plan, congratulations! A good place to begin is to work with us to determine what your estate is worth and whether you need to worry about estate taxes.

What is your estate … Read More »

September 15th

Estate Planning Briefs. Comments Off on Getting started on your estate plan: Inventory and value assets; estimate tax liability


Achieve greater charitable giving flexibility with a nonqualified CRT

As the federal gift and estate tax exemption continues to climb, the number of people subject to estate taxes is shrinking. For those with charitable giving goals, this may increase interest in charitable remainder trusts (CRTs). A lifetime CRT, for … Read More »

March 17th

Estate Planning Briefs. Comments Off on Achieve greater charitable giving flexibility with a nonqualified CRT


3 income-tax-smart gifting strategies

If your 2015 tax liability is higher than you’d hoped and you’re ready to transfer some assets to your loved ones, now may be the time to get started. Giving away assets will, of course, help reduce the size of … Read More »

March 15th

Tax Planning. Comments Off on 3 income-tax-smart gifting strategies

HOBERMAN & LESSER, LLP