Tag Archives: estate tax

Titling Assets: Pitfalls to be Avoided – Part II

Many individuals attempt to implement asset protection on their own. Among the “do-it-yourself” methods commonly utilized is titling and re-titling assets among a spouse, children and others (friends & family members). Instead of accomplishing the desired protection, these “strategies” often expose the transferred asset to additional creditors, cause family conflicts, and raise gift and estate tax issues.

Estate Freeze Update: New Law – New Opportunity

Volume XX, Number 1 - JANUARY 2011 © Donlevy-Rosen & Rosen, P.A. INTRODUCTION. More than 10 years ago we wrote an issue of the APN on estate freeze planning (Vol. IX, No. 1). The essence of estate freeze planning is just what it sounds like: the value of an asset... Read more »