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Searching Content indexed under Wealth Management by Day Pitney LLP ordered by Published Date Descending.
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Complementary Philanthropy Using Both Donor-Advised Funds And Private Foundations
Many investment firms and community foundations sponsor DAFs.
United States
3 Jan 2019
2
Estate Planning Update July 2018 - Estate Planning In 2018
We continue to digest and act on the changes to federal tax law that were passed late last year. In a sense, the changes to the federal gift and estate tax just continue a trend of increasing exemptions that started 20 years ago.
United States
31 Jul 2018
3
Estate Planning Update October 2016 - New Jersey To Repeal Its Estate Tax
On October 14, Gov. Christie signed a new law that will remove New Jersey from the top of the list as one of the worst states in which to die, and that may give pause to many New Jersey residents seeking to establish their domicile elsewhere.
United States
18 Oct 2016
4
Estate Planning Update July 2016 - Good News On Connecticut Probate Fees
As mentioned in our July 2015 Estate Planning Update, last year Connecticut substantially increased the probate fees for all Connecticut estates.
United States
20 Jul 2016
5
Estate Planning Update July 2016 - Domicile Planning
As mentioned in the above article, the stakes are high when it comes to changing domicile. In making that determination, the tax authorities and the courts look at whether you have changed your "pattern of life."
United States
19 Jul 2016
6
Estate Planning Update - July 2015
Have you ever been asked, "are your affairs in order?" Have you wondered what that question really means?
United States
24 Jul 2015
7
Estate Planning Update - December 2014
Teaching your children financial literacy may help lead them down a path of fiscal responsibility, but each child is different and what works for one may not work for all. If you are thinking about educating your children about finances, here are some ideas you can try
United States
31 Dec 2014
8
Estate Planning Update - July 2014
We continue to believe that passing property in trust for both a surviving spouse and descendants offers the most benefit to your family.
United States
31 Jul 2014
9
IRS Changes Offshore Voluntary Disclosure Program And Streamlined Filing Compliance Procedures For Undisclosed Foreign Accounts
These changes again increase the volume and breadth of information requested by the IRS within OVDP and increase the penalties payable under OVDP in certain cases.
United States
27 Jun 2014
10
Planning After ATRA
After years of flux, the federal estate, gift and generation-skipping transfer tax laws have finally settled into a "permanent" state.
United States
31 Dec 2013
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