by Barbara M. Pizzolato, Esq. | Sep 20, 2012 | Estate Planning, News and Current Events, Tax Planning
For the rest of 2012, every American can transfer up to $5.12 million free of federal gift, estate and generation-skipping transfer tax—and estate planners are doing everything they can to motivate their clients to take advantage of this unprecedented opportunity. To...
by Barbara M. Pizzolato, Esq. | Jul 17, 2012 | Estate Planning, News and Current Events, Tax Planning
Now that the health care law has been declared constitutional, the remaining provisions will be going into effect. One little known provision is a new 3.8% investment income surtax, also called the health care surtax or the Medicare tax, which will go into effect on...
by Barbara M. Pizzolato, Esq. | Mar 16, 2012 | Estate Planning
Most people know that they should execute some kind of estate plan eventually, but don’t think that they actually need one right now. On our blog we spend a lot of time telling people that they do need an estate plan, and that they need one right now—or as soon as...
