Download PDF of this article here: Estate Planning Is More Than Planning for Death Part of estate planning involves deciding how much you want to give away while you’re alive. Many, many people get a lot of joy from seeing their loved ones benefit from and even grow gifts. In some sense, that’s infinitely more…
Download PDF of this article here: The Ins and OUts of a Qualified Personal Residence Trust The possibility of facing estate taxes has left many people looking for ways to minimize the tax burden on their heirs. Trusts… Annual gifts… Charitable donations… These are just a few of the estate planning tools available to design…
Download PDF of this article here: Tough Decisions Await Executors of 2010 Estates If you are the executor of the estate of a decedent who died in 2010 you may think you’re in the clear. After all, there was no estate tax in 2010 right? Making distributions should be a piece of cake. Wrong. Because…
Download PDF of this article here: Where Should You Live to Escape the Estate Tax Do you live in a state that has a friendly attitude toward the estate tax or inheritance tax? You may think you do, but according to this article in Forbes some states made changes to their estate or inheritance tax…
Download PDF of this article here: Estate Tax Laws Aren’t the Only Things That Change We’ve written before about the importance of reviewing and updating your estate plan, but it’s a topic worth mentioning again—especially in light of the many recent changes to estate tax law. The plain truth is that no matter how perfect…
Download PDF of this article here: Estate Tax Lessons from 2010 and Things to Watch Out for in 2011 We all know from the many news stories of last year that estate tax laws are not set in stone, they can fluctuate and change both at the state and the federal level; and as this…
Download PDF of this article here: At Long Last What to Expect from Estate Taxes in 2011 It has been a long and uncertain year for anybody interested in the future of the estate tax, filled with a few ups, a few downs, and a lot of speculation. But after the recent passage of the…
Download PDF of this article here: Estate Tax Update The End Is Near It looks as if the long and weary road to estate tax clarity may soon be at an end. Especially if Washington lawmakers vote to approve the tax package negotiated between President Obama and Republican leaders without making too many changes. Laura…
This may seem like we’re listening to a broken record, but once again Congress’ inability to act is creating uncertainty in the estate-tax-planning world. We’re little over 3 months away from a major upheaval in the estate tax, and according to the New York Times the upcoming law is likely to cause a lot of…
It is common knowledge that 2010 is a great year for heirs. If you didn’t know about the 2010 estate tax repeal, all the media coverage of George Steinbrenner’s recent death (and his heirs’ lucky tax break) probably alerted you. Everybody is saying that 2010 is a good year to die… But what about those…