Blogs / Events / Articles / News

The Obermayer Advisor Estate Planning - December 2006
ESTATE PLANNING AND TAX DEVELOPMENTS

This newsletter will provide an overview of recent tax planning developments for your consideration. Please call us for further information on any of these topics.

Read more >>

The Obermayer Advisor - Employment Alert - August 2006

This issue highlights:  The Supreme Court's Increase in Employer Risk of Retaliation Liability

Read more >>

The Obermayer Advisor Estate Planning - April 2006
ESTATE PLANNING UPDATE April 2006

Yes, there is some good news from Washington: As of January 1, 2006, the annual exclusion from gift tax which, for many years, was capped at the $10,000 per person level and was increased to $11,000 per person a few years ago has been increased to $12,000. Through the use of “gift splitting,” a husband and wife may be able to give a total of $24,000 per year to each of their children or, for that matter, to any other donee (recipient), without having to file a gift tax return or use any of their federal credit for estate and gift tax purposes.

Read more >>

Have You Signed Medical Directives?

Click here to download the "June 2005: Have You Signed Medical Directives?" newsletter.

Read more >>

Understanding the By-Pass Trust

Understanding the By-Pass TrustClick here to download the "Late Summer 2004: Understanding the By-Pass Trust" newsletter

Read more >>

Late Fall 2003 - Selecting a Financial Planner

Late Fall 2003 - Selecting a Financial PlannerClick here to download the Late Fall 2003 - Selecting a Financial Planner newsletter.

Read more >>

Selecting the Right Executors and Trustees

 

Read more >>

Estate Planning Potpourri

 

Read more >>

The Obermayer Advisor Estate Planning – Fall/Winter 2001

 

Read more >>

The Obermayer Advisor - Summer 2001 Estate Planning Powers of Attorney

Powers of Attorney A general Durable Power of Attorney can be an important part of one’s estate plan. Pennsylvania and New Jersey, like all other states, specifically empower us to delegate important powers to an individual or an institution. Typically, the authorization is in the form of a written document known as the Power of Attorney b...

Read more >>