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Articles To Help Your Planning

As a service to Centier clients, we are pleased to provide published articles on a variety of topics concerning your financial planning.

Ask A Trust Officer: Estate and Gift Tax Thresholds

What are the gift and estate tax thresholds for 2012? —Generous Grandparent

Tax Code Uncertainty

Nothing is certain but death and taxes, according to Benjamin Franklin. To this we might now add, it is also certain that Congress is always debating tax code changes, and that the tax code itself has become so filled with temporary tax provisions that its own uncertainty makes it unreliable for comprehensive tax and financial planning.

An Executors Dilemma

Kresimir Telesmanich had a difficult problem when he was named executor of his uncle’s estate. The uncle, who died in 2000, was a resident of Croatia at his death. When Telesmanich attempted to have the will probated in New Jersey, that court required him to turn to the Croatian courts.

Last Call for the "Charitable IRA Rollover"

A popular tax break expires at the end of the year, one that has been dubbed the “charitable IRA rollover.” Those who are over age 70 ½ may want to consider the gift of a direct distribution from their IRAs. Up to $100,000 may be transferred to charity in this manner. Couples may transfer up to $200,000 if each partner has an IRA.

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