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Estate & Tax Planning

Thursday, February 15, 2018

Top Five Non-Tax Reasons Why You Need an Estate Plan

At the end of last year, President Trump signed into law The Tax Cuts and Jobs Act, which is one of the most significant pieces of tax legislation that we have seen in our county over the past few decades. The new law doubles the basic exclusion amount for estate and generation skipping transfer tax, which will be a staggering $11,180,000 (approximately) per person in 2018. Of course, what Congress can giveth, Congress can taketh, and the exclusion amount will revert to $6,000,000 (approximately) after the end of 2025.


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Thursday, July 10, 2014

State "Conversion Laws" Could Change Existing Same-Sex Legal Relationships and Have Uncertain Tax Implications

Brian K. Duffey, Esq.

The following is a very brief overview of some of the key points, which were addressed in an article recently authored by Patrick J. Duffey and Alexander Popovich.  For more information and citations please see: Implications of State “Conversion” Laws for Same-Sex Couples, Estate Planning, July 2014, Vol 41 number 7.


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Tuesday, June 30, 2009

New Florida Residents

Residency & Domicile

Perhaps you recently moved to Florida, perhaps you’ve had a residence in Florida for years, but recently have decided to change your domicile from your former Northern state (New York, Pennsylvania, Massachusetts, New Jersey, etc) to Florida  – what do you need to do in order to change your domicile so that you can avoid your “former” Northern state’s taxing regime?


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