Estate and Gift Tax Planning Opportunities in a Low Interest Rate Environment

• Hinckley Allen Trusts & Estates
• October 17, 2019

As many of our clients and their professional advisors are well aware, we are in a period of historically low interest rates. Although such an environment poses some challenges, it also creates a number of opportunities for efficient estate and gift tax pl…

Trusts & Estates 2017 Tax Update

• Hinckley Allen Trusts & Estates Update
• March 6, 2017

This article summarizes federal and state wealth transfer and income tax laws that could affect your estate planning and discusses strategies for tailoring your estate plan to maximize tax savings.Federal Estate and Gift Tax. The current federal estate, gi…

What Changes Might We Expect with Trump Presidency?

• Hinckley Allen Trusts & Estates Newsletter
• December 8, 2016

As a result of the recent election, both the executive and legislative branches of the federal government will be under Republican control. President-elect Donald Trump and the House Republicans have formulated their own tax plans, and changes to the tax c…

Proposed New Rules Will Eliminate Discounts on Transfers of Interests in Family-Owned Entities

• Hinckley Allen Trust & Estates Alert
• September 9, 2016

In September, the IRS announced proposed Treasury Regulations which, when finalized, will make sweeping changes to the way in which ownership interests in family-owned businesses or family-owned investment entities will be valued for federal estate, gift a…

Trusts & Estates 2016 Tax Update

• Hinckley Allen Trusts & Estates Update
• May 12, 2016

Recent years have seen significant shifts in estate, gift, and income tax policies at the federal level. However, after several years of changes, the federal tax landscape has stabilized somewhat. The following summarizes federal and state law that could a…

Trusts & Estates 2015 Tax Update

• Hinckley Allen Trusts & Estates Update
• March 26, 2015

Recent years have seen significant shifts in estate, gift, and income tax policies at the federal level. However, after several years of flux, the federal tax landscape has stabilized somewhat. The downloadable PDF summarizes federal and state law that may…