Newsletters
Feb 21, 2023
Estate Planning? Four Strategies for Leaving Assets to Your Heirs
No family is exactly like another, so here are some considerations to help you decide which distribution strategy best suits your situation, values and goals...
Investing in our client's experience
This past three day weekend we completed a significant technology upgrade to our data centers. We upgraded the speed of our digital storage, switches, and...
Feb 14, 2023
How to Help Middle-Rich Clients
Techniques to help minimize estate tax liability for the merely rich, without the cutting-edge strategies often used by the ultra-wealthy...
Setting Up a Web Appraise Account
One of the options we offer our clients for estate and gift tax valuations, in addition to software and software as a service, is a web based solution...
Feb 07, 2023
State Experimentation With Wealth Taxes
The idea of a wealth tax as a panacea for budgetary shortfalls at the federal and state levels has been around since at least the 1930s. Recently...
Regulations For Preparing Alternate Valuation Date Reporting
Recently, one of our clients asked for the IRS regulations which we utilize for IRS Form 706 Alternate valuation date reporting...
Jan 31, 2023
Need an Estate Planning Checkup? Now Is the Perfect Time
An appointment with your estate planning attorney can address any holes that have developed and ensure everything is in place...
Phone Call From Retiring Client
We recently received a phone call from a client who retired and touched us with her kind words. This is what she said...
Jan 24, 2023
The State of the Estate Planning Practice
What issues and developments are attorneys encountering as we head into 2023?...
Helping our clients control their costs
The final paragraph of this week's feature article includes a sentence which says, "Many firms have had to raise their rates due to inflation and other factors....
Jan 17, 2023
Inflation Reset Lets Wealthy Americans Give Heirs More Tax-Free
The US lifetime estate-and-gift tax exemption is up to almost $26 million for married couples after the highest inflation in decades adjusted the threshold...
Fiduciary Accounting Valuations
Did you know you can use our valuations for fiduciary accounting reporting...
Jan 10, 2023
Smarter Ways To Make Estate Planning Gifts
Last year I reviewed the three best ways to maximize tax-free gifts, an article that continues to draw a lot of online views. In this post I discuss how...
Reducing the time required to process valuations
Some of our customers who prepare the valuations themselves, using one of our online solutions, ask for ways to reduce the processing time. Here are two tips...
Jan 03, 2023
Estate Planning Techniques in a High-Interest-Rate Environment
Rising Section 7520 rates do not spell doom for good planning, and there is plenty of silver lining to be found even in inflation....
57th Annual Heckerling Institute on Estate Planning
We will be exhibiting at the 2023 Heckerling Institute on Estate Planning in Orlando from January 9 to 13. Our booth (#501) is in the same place as past years...