Retirement benefits are an integral part of any estate plan. Depending on how these benefits are distributed to heirs, there are many strategies we can use to help our clients maximize their income and estate tax savings. Our Committee Report this...
Our cover this month, “The Yellow Belt” (263/8 in. by 203/8 in.) by Jim Dine, sold for $4,375 at Doyle’s recent Prints and Multiples Sale in New York on April 28, 2015. Dine is a prominent member of both the Pop-art and Neo...
Our cover this month, “Brazil” (21.5 in. by 15.5 in.) by Romare Bearden, sold for $32,500 at Swann Auction Galleries’ recent Ascension: A Century of African-American Art Sale in New York on April 2, 2015. Though he was...
Managing conflict among various parties, all of whom have different interests, isn’t an easy task. I learned that lesson recently while trying to plan a family vacation. My son announced that he doesn’t like the beach and prefers...
Our cover this month, “Dimanche au bois” (317/8 in. by 255/8 in.) by Jean-Pierre Cassigneul, sold for $122,280 at Christie’s recent Impressionist/Modern Day Sale in London on Feb. 5, 2015. The women in Cassigneul’s...
As April 15 quickly approaches, many of us are focused on income tax issues. With an estate tax exemption amount of over $5 million, income tax has become increasingly important for many clients and needs to be considered when devising an estate...
