2012 wealth transfer tax laws: the window of opportunity is rapidly closing *

USA - July 24 2012
The window of opportunity to take advantage of the currently applicable wealth transfer tax laws is rapidly closing, and once shut, it is possible that we may never see such generous estate planning opportunities again.

Co-authors: Brian P. Teaff, Glen T. Eichelberger, Bridget O'Toole Purdie.

Tax bill brings big changes, some clarity, to estate tax rules (for now) *

USA - December 17 2010
The 2010 tax bill, expected to be signed into law by President Obama this afternoon, will have a dramatic impact on estate and gift tax rules, bringing increased exemptions, reduced rates, and some much needed certainty to estate planning.

Co-authors: Arielle M. Copeland, Mickey R. Davis, Bridget O'Toole Purdie, Matthew J. White.

2010 year-end estate planning opportunity *

USA - November 23 2010
An important provision of the federal gift tax law is scheduled to expire at the end of the year.

Co-authors: Arielle M. Copeland, Mickey R. Davis, Bridget O'Toole Purdie, Matthew J. White.

The demise of the estate tax - for now *

USA - December 22 2009
The U.S. Senate, distracted by the debate over health care, has decided not to act before year end to extend the estate tax.

Co-authors: Arielle M. Copeland, Mickey R. Davis, Bridget O'Toole Purdie, Matthew J. White.