There was a lot of hand-wringing within the estate planning community as the country prepared to go over the fiscal cliff. If this had happened, a significant number of Americans would have suddenly … [Read more...] about Slight Estate Tax Changes After Cliff Deal
Clarity has now emerged with regard to the estate tax rate and the exclusion that is in place for 2013. The maximum rate of the estate tax, the generation-skipping transfer tax, and the gift tax … [Read more...] about Estate Tax Exclusion, Rate Set for 2013
You need to look at your estate from an overall financial point of view. Ask yourself how much money you’ll need, if you own a business and whether or not your property will go where it needs to go … [Read more...] about Did You Plan for Your Financial Situation?
Minimizing or eliminating taxes triggered by asset transfers at death is a common estate planning goal. Estate planning attorneys often get the question, “Will my beneficiaries have to pay death … [Read more...] about Will My Beneficiaries Have to Pay Death Taxes?
There are lots of ways you can have your trust distribute money to your beneficiaries. Here is a checklist of some of the jargon, considerations, and approaches involved in trust distribution. Too … [Read more...] about Trust Distribution Checklist