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​​​​© 2019 by Lara Sass & Associates, PLLC 

 

The information contained on this website is provided for informational purposes only and should not be construed as legal advice on any subject matter.  If you wish to discuss the topics addressed on this website, or other estate planning issues, please contact Lara Sass & Associates, PLLC.

IF YOU WOULD LIKE US TO CONTACT YOU, PLEASE PROVIDE YOUR INFORMATION  BELOW.  Thank you.

CONTACT US * info@laramsass.com * (212) 971-9770

January 4, 2018

President Trump signed into law new tax legislation that makes sweeping changes to the U.S. tax code.  The new tax bill doubles the federal estate, gift and generation-skipping transfer tax exemption amounts, such that the lifetime exemption has now increased to $11.2...

January 28, 2017

President Trump has now been in office for just over a week, and one thing is clear - there's no anticipating most of what will transpire in 2017 with respect to taxes.  While the lifetime Federal estate and gift tax exemption has increased to $5,490,000 ($10,980,000 p...

November 4, 2016

GIFTS TO LOVED ONES

Overall Estate Plan Review – New Year’s Resolution.  Creating or updating an estate plan is not necessarily a year-end matter, although we like to take this time to remind our clients and colleagues to do so (perhaps as part of a New Year’s Resolutio...

October 29, 2016

IRS Announces 2017 Estate, Gift and GST Tax Limits.  The IRS has announced that, for 2017, the lifetime gift and estate tax exemption will be $5.49 million per individual.  This represents an increase from $5.45 million in 2016.  That means that an individual can give...

October 18, 2016

Many families use irrevocable trusts to make gifts to their children and loved ones, as these trusts offer certain income and estate tax advantages.  Historically, it was very difficult and costly (sometimes even impossible) to alter the terms of these irrevocable trus...

September 30, 2016

 A revocable living trust may be used as a substitute for a Last Will and Testament.  The revocable living trust can provide for the management of the assets of an individual (called the “grantor”) both during his or her lifetime and after death.  Like a Will, a revoca...

August 13, 2016

Proposed Regulations Affecting Valuation of Family-Controlled Entities

Long-awaited proposed regulations were recently issued by the U.S. Treasury on August 2, 2016. These regulations would, if adopted, have a significant impact on the valuation, for gift, estate and ge...

May 13, 2016

WHAT YOU NEED TO PROTECT YOURSELF, YOUR ASSETS AND YOUR FAMILY POST-DIVORCE

Divorce can be a painful and overwhelming process, riddled with emotion, decisions and paperwork.  It is easy to overlook or ignore other important aspects of your life following this diffi...

September 12, 2015

“In this world nothing can be said to be certain, but death and taxes.”

-Benjamin Franklin

…but Lara M. Sass, PLLC can help you effectively plan for both.

 

Many people often assume that they don’t have an “estate” worth planning or that their families will take care of ev...

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Estate Planning Techniques in this Low Interest Rate Environment

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