Blog entries
New Gift Tax Limits
The gift tax law exempts what I call “under the radar” gifts. These are gifts that do not incur any gift tax and don’t even use up any of your lifetime gift/estate tax exemption (what you hear me refer to as the “coupon”).
As of January 1, 2009, you can make up to $13,000 per […]
Are the Medallian Signature Guarantee Programs Broken?
Our clients are reporting that it is increasingly difficult to obtain a Medallion signature guarantee. Like so many other things in our society, this was a well-intentioned effort to protect against unauthorized transfers of stocks, bonds, and other securities. The Securities and Exchange Commission has a webpage devoted to the types of programs. […]