Past Newsletters

January 2017 Estate Planning Update

Estate Planning Update January, 2017 2017 Annual Gift Tax Exemption:  remains at $14,000 per donor, per donee. 2017 Gift and Estate Tax Exemption:  rose to $5,490,000 per donor, inflation adjusted. Marital Deduction for Transfers to U.S. Spouse:  unlimited. 2017 Generation Skipping Tax Exemption:  $5,490,000 per donor, inflation adjusted. Top rate for Federal Estate, Gift and Generation [...]

By |2018-08-11T16:55:52-07:00January 1st, 2017|Past Newsletters, Annual Estate Plan Updates, Federal Estate Tax, Estate Planning|Comments Off on January 2017 Estate Planning Update

3 Year-End Business Legal Tips

As business owners turn their attention to the fourth quarter, their minds turn to what needs to be done before year end.  Most successful organizations are good at their business and don't have a lot of legal issues so their corporate records get overlooked or pushed to the bottom of the pile, year after year. [...]

By |2018-08-11T16:59:29-07:00October 28th, 2016|Past Newsletters, Business Services|Comments Off on 3 Year-End Business Legal Tips

3 Year-End Estate Planning Tips

The last two months of the year are always busy.  Family, friends, and events pile up on each other making you long for the slow pace of summer.  With this in mind, we don't recommend an exhaustive analysis at this time, but like the 3 year-end estate planning tips below to review at year-end.  Otherwise, [...]

By |2018-08-11T16:59:51-07:00October 28th, 2016|Past Newsletters, Estate Planning, Business Services|Comments Off on 3 Year-End Estate Planning Tips

July 2016 Estate Planning

Estate Planning Update July, 2016 2016 Annual Gift Tax Exemption:  remains at $14,000 per donor, per donee. 2016 Gift and Estate Tax Exemption:  rose to $5,450,000 per donor, inflation adjusted. Marital Deduction for Transfers to U.S. Spouse:  unlimited. 2016 Generation Skipping Tax Exemption:  $5,450,000 per donor, inflation adjusted. Top rate for Federal Estate, Gift and Generation [...]

By |2018-08-11T17:01:53-07:00August 9th, 2016|Past Newsletters, Annual Estate Plan Updates, Federal Estate Tax, Estate Planning, Homepage|Comments Off on July 2016 Estate Planning

New ATF Gun Rules

Trusts, estates, partnerships, corporations and LLCs are now expressly covered by the ATF’s regulations covering machine guns, destructive devices, sound suppressors, short-barreled rifles and shotguns and any other weapons that would not be considered a traditional pistol or rifle. National Firearms Act, 26 U.S.C Chapter 53 (the “NFA”). The ATF laws can be found at [...]

By |2018-08-11T17:05:52-07:00May 11th, 2016|Past Newsletters, Estate Planning, Probate and Trust Administration|Comments Off on New ATF Gun Rules

2016 Estate Planning

Estate Planning Update 2016 2016 Annual Gift Tax Exemption:  remains at $14,000 per donor, per donee. 2016 Gift and Estate Tax Exemption:  rose to $5,450,000 per donor, inflation adjusted. Marital Deduction for Transfers to U.S. Spouse:  unlimited. 2016 Generation Skipping Tax Exemption:  $5,450,000 per donor, inflation adjusted. Top rate for Federal Estate, Gift and Generation Skipping [...]

By |2018-08-11T17:06:49-07:00January 2nd, 2016|Past Newsletters, Annual Estate Plan Updates, Federal Estate Tax|Comments Off on 2016 Estate Planning

How Not to Run Your Small Business

Time for your year-end corporate review. Why? For over twenty years I have represented closely held and family business and am always amazed at the lack of attention that business owners pay to their corporate documents. Even limited liability companies have minimum requirements which need to be maintained. A recent tax case highlights the need [...]

By |2018-08-11T17:07:30-07:00November 28th, 2015|Past Newsletters, Business Services|Comments Off on How Not to Run Your Small Business

Will Contest Provisions

I am often asked to include in a will or trust a provision that states something along the lines of "If any beneficiary contests the provisions of this document, the beneficiary will receive $1 in lieu of their share of the estate."  The theory is that the provision will prevent or discourage frivolous litigation.  The provisions [...]

By |2018-08-20T17:36:10-07:00October 27th, 2015|Past Newsletters, Probate and Trust Administration, Estate Planning|Comments Off on Will Contest Provisions

2015 Estate Planning Update

Quinn DeAngelis, P.C. Kierland Business Center 15849 N. 71st Street, Suite 100 Scottsdale, Arizona 85254 Telephone: 480.281.1512 qdeangelis@azdox.com www.azdox.com  Estate Planning Update  2015 1.  2015 Annual Gift Tax Exemption:  remains at $14,000 per donor, per donee. 2.  2015 Gift and Estate Tax Exemption:  rose to $5,430,000 per donor, inflation adjusted. 3.  Marital Deduction for Transfers to [...]

By |2018-08-11T17:08:14-07:00January 1st, 2015|Annual Estate Plan Updates, Past Newsletters, Federal Estate Tax|Comments Off on 2015 Estate Planning Update

2014 Estate Planning Update

Quinn DeAngelis, P.C. Kierland Business Center 15849 N. 71st Street, Suite 100 Scottsdale, Arizona 85254 Telephone: 480.281.1512 qdeangelis@azdox.com www.azdox.com  Estate Planning Update  2014 1.  2014 Annual Gift Tax Exemption:  $14,000 per donor, per donee. 2.  2014 Gift and Estate Tax Exemption:  $5,340,000 per donor, indexed for inflation. 3.  Marital Deduction for Transfers to U.S. Spouse:  [...]

By |2018-08-11T17:08:50-07:00January 1st, 2014|Annual Estate Plan Updates, Past Newsletters, Federal Estate Tax|Comments Off on 2014 Estate Planning Update
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