Tag: Estate Planning

SIGNIFICANT TAX PLANNING OPPORTUNITY MAY SOON DISAPPEAR

Howard Rosen, Esq. • September 15, 2020

2020 – OUR 28th YEAR OF PUBLICATION! Volume XXVII • Number 3 • September 2020 TIME IS OF THE ESSENCE – TAKE ADVANTAGE NOW INTRODUCTION As you know, the Trump tax cuts (2017 Tax Cuts and Jobs Act) created unprecedented opportunities for individuals and families to transfer their legacies in a tax-efficient manner. These cuts […]

Estate planning and asset protection (video)

Howard Rosen, Esq. • August 1, 2013

Estate Freeze Update: New Law – New Opportunity

Howard Rosen, Esq. • January 17, 2011

Volume XX, Number 1 – JANUARY 2011 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 (or assets) is “frozen” at today’s value for future estate […]

Poorhouse Prevention

Howard Rosen, Esq. • January 17, 1997

Litigation in our society is a popular tool for the accumulation of wealth – by plaintiffs and their attorneys, who often take cases on a contingency basis. Attorneys handle lawsuits if there is any basis for a claim, and, most importantly, if there is a source of funds from which they will be paid. Asset protection planning makes the source of such funds minimal at best. If you think you do not need to secure your wealth, ask yourself: Am I absolutely certain that I will never be sued? And, if by some chance I am sued, that I will be fairly treated by our justice system? Most will answer “No!”, and wonder what they can do. Asset protection planning is the answer.

Commonly Asked Questions About Asset Protection – Part Two

Howard Rosen, Esq. • November 1, 1992

This is the second of two issues devoted to commonly asked questions about asset protection. Among the questions addressed last month were those relating to the significant protection afforded through the use of the family limited partnership.