Publications

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Estate Tax Repeal - Is It Likely?
Is estate tax repeal likely? For years, we have been promised relief. What is the real liklehood of repealing the estate tax? Is repeal something to include in planning decisions or is talk of repeal really a cruel trick which lulls people into inaction to the benefit of the federal treasury? This newspaper submission discusses the factors affecting repeal. After reading the article, please let us know your opinion.

Estate and Wealth Planners Guide
This is a one page chart of changes made by HR 1836 as reported out by the House and Senate Conference Committee

IRS Abolishes P.S. 58 - Split Dollar Impact
FOR PROFESSIONAL COLLEAGUES IRS Notice 2001-10 has abolished the P.S. 58 rates for Split-dollar Insurance.



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The New Tax Act and The Truth About Estate Planning.

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