News & Analysis as of August 31, 2025

Estate Tax

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Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process. less -

Estate Planning and Estate Administrations During Economic Downturns

Tannenbaum Helpern Syracuse & Hirschtritt LLP on 7/9/2025

In uncertain economic times, many individuals are concerned about the value of their investments, and for good reason. When the stock market dips or real estate prices fall, the effect isn’t just felt in personal investment...more

How Tariffs Impact Business Transfers

Farrell Fritz, P.C. on 4/9/2025

The Administration’s tariff policies have contributed to significant volatility in the stock market. Even brief announcements regarding new tariffs often trigger immediate declines in stock prices. This volatility is largely...more

To Be or Not to Be Contemplating the Meaning of Life Through Private Placement Life Insurance

Gerald Nowotny - Law Office of Gerald R.... on 3/25/2025

The focus of this article illustrates why private placement life insurance (“PPLI”) is the best asset to utilize in the “Buy, Borrow and Die” strategy for high net worth investors including billionaires. After this article,...more

Pra Dizer Adeus (To Say Goodbye) – A Homage to Sergio Mendes and a Little Bit About Tax Planning for PPLI for Trial Lawyers

Gerald Nowotny - Law Office of Gerald R.... on 2/13/2025

Litigation attorneys have had the ability to defer contingency fees since 1994. You are hard pressed to find another profession that has this tax advantage. Hedge fund managers have been running and winning the “Death Race”...more

Another Attack on Private Placement Life Insurance

Levenfeld Pearlstein, LLC on 1/9/2025

The use of private placement life insurance (PPLI) by high-net-worth individuals has generated considerable controversy over the years, with proponents arguing that it is a proper use of existing laws that provide many of the...more

Unlocking Tax Savings: Family Limited Partnerships in Estate Planning

Kohrman Jackson & Krantz LLP on 4/29/2024

As Trump era estate tax cuts are likely coming to an end in 2025, wealthy business owners are increasingly utilizing Family Limited Partnerships (FLPs) to significantly save the family taxes when they are gone....more

Planning for the Family Vacation Home

Buckingham, Doolittle & Burroughs, LLC on 1/10/2023

A family vacation home offers an escape from the stresses of everyday life, and an opportunity for bonding. Parents return to their vacation homes year after year, creating memories with their children and grandchildren. If...more

Practical Estate Planning Considerations During a Pandemic

Seyfarth Shaw LLP on 4/10/2020

While the safety of your family is of first priority, the current health and economic crisis caused by COVID-19 raises issues and presents estate planning opportunities for your consideration....more

Quarterly Investment Update - 4th Quarter 2016

Perkins Coie on 1/30/2017

ECONOMIC REVIEW AND OUTLOOK - In this past year we were reminded again to expect the unexpected: The well-established political classes in the U.K., the U.S. and Italy learned that democracy was their Achilles’ heel, and...more

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