Bloomberg’s 2017 Tax Projections

The day that we look forward to all year has finally arrived.  No, it isn’t Christmas morning.  Today Bloomberg announced projections for important numbers for the 2017 tax year.  Some notable figures include: Basic Federal Lifetime Exclusion Amount – $5,490,000.00 Annual Gift Tax Exclusion – $14,000.00 Gifts to a Non-Citizen Spouse – $149,000.00 Maximum Tax Bracket […]

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Cameron Kelly Presents Tax and Estate Planning Continuing Education

Cameron Kelly Featured Presenter at National Business Institute, Estate Planning from A to Z, Basic Tax Planning, webinar broadcast on May 24 & May 25, 2016. A nationally broadcast continuing education course provided to attorneys, financial planners, trust officers, accountants and CPA’s to learn or review the basic concepts relating to the transfer of assets […]

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What the Recently Released 2016 IRS Inflation Adjustments Mean for You

The Internal Revenue Service has released the official inflation adjustments that will affect 2016 federal reporting for estate taxes, gift taxes, generation-skipping transfer taxes, and estate and trust income taxes. These changes will affect the way your accountant and your attorney help you plan as 2015 comes to an end.

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Cameron Kelly certified as a Real Property Specialist

In 2014, Cameron was certified by the Minnesota State Bar Association as a Real Property Specialist. Criteria for certification includes a certification exam, percentage of practice spent on real property issues, references from peers, and ethical standards. Cameron has worked on real estate issues since he was admitted as an attorney in 2003, and continues […]

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3 Ways to Minimize Estate Planning Fees

Today, it is impossible to put together even a simple estate plan without the assistance of an experienced estate planning attorney. Why? Because estate planning laws vary greatly from state to state and these laws are extremely convoluted and constantly changing.

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Estate Planning Process