Remember Other Taxes When Setting Up Your Estate Plan
As you begin your estate planning, strategies for reducing estate tax may be first on your to-do list. Or perhaps you think the current $5.45 million exclusion, combined with portability […]
As you begin your estate planning, strategies for reducing estate tax may be first on your to-do list. Or perhaps you think the current $5.45 million exclusion, combined with portability […]
Estate tax law is marking a centennial this year. As you might expect, the rules have changed a bit over the past century. The IRS has placed a high value […]
Affluent individuals looking for a way to reduce gift and estate tax exposure should take a look at private annuities. These estate planning tools can serve two purposes: You can […]
An important step in estate planning is creating an inventory of your assets. Your executor — the person you designate in your will to carry out your last wishes — […]
An important step in estate planning is creating an inventory of your assets. Your executor — the person you designate in your will to carry out your last wishes — […]
An important step in estate planning is creating an inventory of your assets. Your executor — the person you designate in your will to carry out your last wishes — […]
Is estate planning no longer necessary? With a federal unified estate and gift tax exemption of $5,340,000 for 2014 and the ability to share unused portions of the exemption between […]
Now that we’re in the new year, it’s time for an estate plan checkup. Why? First, various exclusion, exemption and deduction amounts are adjusted for inflation and can change from […]
When was the last time you reviewed your will? People generally make wills to guarantee the proper disposition of their money and property, which is why it’s a good idea […]
Congress’s decision not to include a proposed minimum term for grantor retained annuity trusts (GRATs) in the tax legislation passed back in January 2013 — combined with low interest rates […]