2015 Changes to State Death Taxes
If you live or own property in one of the 20 jurisdictions listed below, then you may have a state [...]
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11, 2014
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10, 2014
Year End Estate Planning Tip #1 – Check Your Estate Tax Planning
With the end of the year fast approaching, now is the time to fine tune your estate plan before you [...]
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10, 2014
Strategies for Reducing the Income Tax Squeeze on Irrevocable Trusts
Under federal income tax laws, irrevocable, non-grantor trusts (such as Bypass Trusts and Dynasty Trusts) are subject to highly compressed [...]
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09, 2014
Does Your Revocable Living Trust Reduce Your Estate Tax Bill?
Many people believe that once they set up and fund a revocable living trust, property held in the trust will [...]
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05, 2014
How to Minimize the (Voluntary) Federal Estate Tax with Portability
Surprising to most people, the federal estate tax is a voluntary tax. Estate planning attorneys used to say, “You only [...]