Tredway, Lumsdaine and Doyle LLP » Estate Planning

The John Wayne Problem and the Bing Crosby Solution

W. Bailey Smith — Sat, 21 Jan 2012 00:01:57 +0000

In this video, I give a thorough explanation of what I call the “John Wayne Problem and the Bing Crosby Solution.” If you have any questions on the following video feel free to contact me through my bio page.

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‘Tis the Season for Gifting

Mark Doyle — Fri, 02 Dec 2011 22:08:08 +0000

As the end of 2011 approaches, there is no better time to take advantage of historically high gift tax exemptions and low tax rates to transfer assets to family members.

The Tax Relief, Unemployment Insurance Reauthorization, and Jobs Creation Act of 2010 set the estate, gift and generation-skipping transfer tax exemption amount at $5 million [...]

Special Edition Newsletter

Mark Doyle — Thu, 10 Feb 2011 00:03:59 +0000

2011 Key Estate and Income Tax Developments What the Tax Relief Act of 2010 means to You!

Income tax extensions Page 1 Temporary estate and gift tax relieft Page 2 Temporary payroll tax holiday Page 3

The Tax Relief, Unemployment Insurance Reauthorization, and Jobs Creation Act (the Act) is now law. Enacted December 17, 2010, [...]

2010 Year-End Tax Planning Alert

Mark Doyle — Fri, 05 Nov 2010 13:30:40 +0000

As a result of the elimination of estate tax in 2010, there is an unprecedented window of opportunity to make gifts at historically low tax rates.

The following factors encourage gifts in 2010:

The gift tax rate of 35% in 2010 versus 41% to 60% in 2011; Historically low federal interest rates [...]