2009 – YEAR OF CHANGE FOR Federal Estate Tax
Whether the estate tax will stay, go, or be revised has been the subject of speculation and proposed legislation since 2001, without resolution. For a variety of reasons, however, it appears that 2009 will be the year when estate tax uncertainties are finally resolved. Of the three possible outcomes, namely outright repeal, no change, or a compromise somewhere in between these extremes, it appears that compromise is most likely.

Changing Your Domicile From Massachusetts to Florida and Saving on Taxes in the Process
What are the tax benefits of a “move” to Florida, and how are those benefits realized?

The Benefits of Low Interest Rates: Gift and Estate Tax Planning
With interest rates still low there are substantial wealth transfer opportunities available for parents, grandparents and others who wish to transfer assets to the next generation or beyond and, in the process, minimize or eliminate transfer taxes, whether they be gift or estate taxes.