Friday, July 18, 2014

A Resurgence in Charitable Trusts? | Philanthropy content from WealthManagement.com

A Resurgence in Charitable Trusts? | Robert F. Sharpe, Jr. | WealthManagement.com (JEH: Gerry Nowotny posted comments along the same lines and linked to Robert's article. They are probably correct regarding the increased use of charitable trusts in business succession (e.g., "charitable bailout") transactions given the potential income tax consequences of those transactions now -- especially where Subchapter C corporations are involved.)

Thursday, July 3, 2014

Worry About Your Estate Plan, Not The Taxes

Worry About Your Estate Plan, Not The Taxes - Forbes.com (JEH: Steve Parrish reminds everyone that federal transfer taxes are not necessarily the primary factor in business succession or related estate planning matters.)

Tuesday, June 24, 2014

Review Roundup: 3 wireless microphones for speech recognition

Review Roundup: 3 wireless microphones for speech recognition - Macworld (JEH: Helpful review of 2014 options and specifically use for voice recognition)

Monday, June 23, 2014

Transfers to Non-Citizen Spouses: Planning Considerations | JD Supra

Transfers to Non-Citizen Spouses: Planning Considerations | JD Supra (JEH: Despite the much higher federal transfer tax exemption for US citizens, more extensive estate planning is still generally necessary for non-citizens, even if they are resident in the US and married to a US citizen.)