What You Need to Know About the Final Estate Tax Portability Rules
Recently the IRS issued the final rules governing the “portability election” as it relates to the federal estate tax exemption. [...]
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08, 2015
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08, 2015
What’s Hot in Estate Planning Right Now May Surprise You
Estate planning has truly evolved over the past 20 years. Gone is the uncertainty about federal estate taxes and the [...]
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07, 2015
IRS Announcement: Estate Tax Closing Letters Will Now Only Be Issued Upon Request
Due to the increased volume of federal estate tax return filings in order to make the “portability election,” the IRS [...]
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06, 2015
Dispelling the Top 3 Estate Planning Myths
Like any other complex subject, estate planning has its share of myths and misconceptions. Understanding the top three estate planning [...]
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06, 2015
The Shocking Truth About Asset Protection Planning
Some view asset protection planning with a skeptical eye. They believe there is a moral obligation to pay one’s debts. [...]
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05, 2015
Three Estate Planning Mistakes Farmers and Ranchers Make and How to Avoid Them
Farming or ranching is more than a means of livelihood – it is about preserving a legacy and unique way [...]
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05, 2015
Where is the Best Place to Store Your Original Estate Planning Documents?
Estate planning attorneys are often asked where original estate planning documents – wills, trusts, powers of attorney, and healthcare directives [...]
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03, 2015
Does Your Estate Plan Protect Your Adult Beneficiaries?
If you think you only need to create discretionary lifetime trusts for young beneficiaries, problem beneficiaries, or financially inexperienced beneficiaries, [...]
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03, 2015
When is an Estate Subject to State Death Taxes?
In the United States, certain states collect a death tax based on the value of the deceased person’s estate and [...]
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02, 2015
Five Changes Proposed in President Obama’s 2016 Budget That Could Affect Your Estate Plan
The Obama administration recently released its budget proposal for the 2016 fiscal year. As in past years, this budget proposes [...]