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Firm News for The O'Brien Law Firm LLC
How the New Estate Tax Exclusion Affects Your Estate Plan
Posted On 12/28/2010
On December 17th, Congress revised the estate tax with a new law, TRA 2010, that sets the exclusion amount at $5 million per person for 2010 – 2012. However, this temporary adjustment to the estate tax exclusion disappears in 2013, and returns with an exclusion of $1 million per person. Read more about how the estate tax revision under TRA 2010 will affect your estate plan, regardless of whether you have a taxable estate.
How the New Estate Tax Exclusion Affects Your Estate Plan
Posted On 12/28/2010
On December 17th, Congress revised the estate tax with a new law, TRA 2010, that sets the exclusion amount at $5 million per person for 2010 – 2012. However, this temporary adjustment to the estate tax exclusion disappears in 2013, and returns with an exclusion of $1 million per person. Read more about how the estate tax revision under TRA 2010 will affect your estate plan, regardless of whether you have a taxable estate.
Making A Difference, One Family at at Time
Posted On 1/14/2010
Michael had the privilege to collaborate with Donna Robinson, the publisher at The Heart of Lake County Magazine on an special editorial. Ms. Seabright Mc Cade was assigned to the mission and made a visit to our office located in the Historic District of Downtown Willoughby. She was pleasantly surprised about the home-like atmosphere and wonderful staff members. She conducted interviews with Candace and Michael and infused their stories together to bring us this wonderful article.
On a side note, it was our pleasure to work with Donna and Seabright and we look forward to maintaining our friendship with the staff and readers of The Heart of Lake County magazine.
Gifting Strategies
Posted On 1/14/2010
Michael was requested to share his wealth of knowledge in regards to estate-planning for a the Koinonia, which is a weekly newsletter sent out by Saints Constantine & Helen a local Greek Orthodox church. Michael chose to write about gifting in lieu of the holiday season.
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