Estate Planning: Your Family, Your Wealth, Your Legacy.

Archive for September, 2012

Non Traditional Couples

by Antoinette Bone on Sep 27, 2012 Posted on Our Blog

The federal gift and estate tax laws, as well as the laws in most states, were designed with “traditional” marriages between a man and woman in mind. For those who don’t fall within that category because they and their partner aren’t married or because they’re part of a same-sex marriage, thorough planning is required to […]

Asset Valuation

by Antoinette Bone on Sep 13, 2012 Posted on Our Blog

When one makes a noncash gift, a professional valuation can reduce the chances that the IRS will challenge the gift tax return, thus decreasing the possibility of unplanned tax liability. This article examines the three-year statute of limitations during which the IRS can challenge the value that’s reported on a gift tax return, along with […]