family conflict

Avoiding Family Conflicts During Estate Planning

Family litigation occurs not from a lack of trying to solve the issue, but from a lack of planning. Here, CPAs at Sensiba San Filippo provide tactics to avoid family battles over wealth transfers.

With President Obama signing the American Taxpayer Relief Act of 2012 on January 3, 2013, families can begin planning their estates knowing the updated terms. Now is the best time to assess the Act’s impact and evaluate tax-advantaged wealth transfer opportunities.  

The American Taxpayer Relief Act of 2012 permanently sets the unified gift and estate tax exemption amount to $5 million, subject to annual inflation adjustments; and permanently provides for a maxim

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