Category Archives: ESTATE PLANNING

Measurement vs Calculation

by Michael Fliegelman on September 9, 2016

Measurement vs Calculation by Michael Fliegelman

{2:18 minutes to read} The subject of this blog is a concept I learned recently when I went to get fitted for my golf clubs. It had to do with 2 types of determinants: measurement and calculation.

No More Discounts

by Michael Fliegelman on August 29, 2016

No More Discounts

{2:00 minutes to read} For years, estate planners have been using a strategy to avoid estate taxes wherein gifts to children or others are entitled to be discounted. The interest in the business or real estate entity is a minority interest and/or has a lack of marketability, therefore a reduction in the gift’s value is appropriate.

Goodbye to Prince—and a Chunk of His Estate

by Michael Fliegelman on August 15, 2016

Goodbye to Prince—and a Chunk of His Estate by Michael Fliegelman

{3:06 minutes to read} On April 21, Prince (Rogers Nelson) died, leaving a $250 million estate. Because there was no will and no proactive estate plan, within 9 months Prince’s estate will have to come up with about $100,000,000 in estate taxes.

Previous »