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Postpone Estate Tax Payment to Save the Family Business
What’s the best way to create wealth? If I had a definitive answer, you can bet your margarita that I’d be typing this from a beach...
Randall Fisher
Dec 11, 20124 min read
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What ‘Closing Tax Loopholes’ Means for Your Estate Plan
After months of bitter campaigning, Democrats and Republicans in Congress finally seem to agree on something: closing tax loopholes. The...
Randall Fisher
Nov 18, 20122 min read
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How Will Estate Tax Changes Affect My Small Business?
Find out by checking out my guest post for Rocket Lawyer’s blog Everyday Law, “How Estate Tax Changes Could Affect Your Small Business.”...
Randall Fisher
Nov 9, 20121 min read
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Estate Taxmageddon, Part IV: It’s a bird! It’s a plane! No it’s–Ed Hochuli a
When the media spotlight is directed at a professional sports referee, it is seldom to commend him on a job well-done. In fact it’s...
Randall Fisher
Sep 28, 20125 min read
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Estate Taxmageddon, Part II: Smoked Turkey Legs and the Spousal Access Trust
Let’s talk turkey. It’s Friday and you’re back here. Meterologists promise prime football weather this weekend. The time is also right...
Randall Fisher
Sep 21, 20124 min read
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Estate Taxmageddon Series, Part I: Why You Need to Plan Before Going Over the 2013 Fiscal Cliff
What do Congress and Hugo Chavez have in common? A 10 percent approval rating. That’s right, America likes it’s own elected...
Randall Fisher
Sep 18, 20123 min read
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Mitt Romney’s Private Wealth: Do You Want Your Estate Planning Public?
As Paul Ryan and Mitt Romney prepare to leave the Republican National Lovefest Convention tonight to get back on the presidential...
Randall Fisher
Aug 30, 20124 min read
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A Prince’s Inheritance & Why You Need an Estate Plan, Part I: The Will
For his 30th birthday on Thursday, Prince William received a bittersweet present: roughly $15 million inherited from the estate of his...
Randall Fisher
Jun 22, 20123 min read
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Estate Tax Reduced for Maryland Farmers by “Family Farm Preservation Act”
On May 22, Governor Martin O’Malley signed into law a bill that many of you may have already heard about. Chapter 448, or the “Family...
Randall Fisher
Jun 19, 20123 min read
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Why you need an estate plan
Check out this same post but with updates to reflect 2012 rules here. Smart Money recently summarized the basics of why you need an...
Randall Fisher
Mar 25, 20115 min read
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Tis the season of giving (but not just yet)…
One of the major headlines of last year’s tax compromise in Congress, the gift-tax exemption jumps to $5 million from $1 million for...
Randall Fisher
Mar 8, 20113 min read
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Planning with the $5 Million Gift Tax Exemption
Much of the information from this post has been reproduced in greater detail in an updated blog series, Estate Taxmageddon: Preparing for...
Randall Fisher
Mar 4, 20112 min read
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The latest Wealth Advisor
Earlier I wrote about the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 and offered a newsletter for...
Randall Fisher
Jan 19, 20111 min read
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Highlights of the New Estate, Gift and Generation-Skipping Tax Legislation
On December 17, 2010, President Obama signed into law the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of...
Randall Fisher
Jan 3, 20111 min read
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Estate Tax update
For those following the Estate Tax debate, there is an interesting article published in The Hill. I have attached a link for you to get...
Randall Fisher
Oct 12, 20101 min read
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