- home
- Gift and Estate Tax
Gift and Estate Tax
Most families won’t owe federal estate tax, but the rules around gifts and inheritances can still affect your planning. Knowing how they work helps you make informed decisions.
This historical January 2010 article reports that Senate Republicans and Democrats broke down in negotiations over the estate tax exemption amount and rates.
- Rania Combs
This historical article examines the uncertainty surrounding federal estate tax legislation in 2010, including proposed exemption levels, tax rates, and possible retroactive application.
- Rania Combs
This historical 2010 article explains how the temporary repeal of the estate tax could cause bypass-trust provisions to place an entire estate in trust and potentially disinherit a surviving spouse.
- Rania Combs
A January 2010 article reports that the House Ways and Means Committee planned to consider retroactively restoring the prior year's estate tax in April.
- Rania Combs
A 2010 Wall Street Journal example compared two estates and explained how the repeal of the estate tax could cause some heirs to owe more tax on appreciated stock.
- Rania Combs
This historical 2010 article explains how the temporary federal estate tax repeal replaced the step-up in basis with carry-over basis rules, potentially increasing heirs’ capital gains tax burdens.
- Rania Combs
This historical article examines how the temporary 2010 repeal of the federal estate tax created tax-planning and ethical concerns surrounding end-of-life medical decisions.
- Rania Combs
This historical 2010 article explains the temporary federal estate tax repeal, possible 2011 changes, and the potential impact on Texans.
- Rania Combs
Search
Topics
Ready to get started?
Let's Create a Plan That Works for You
From simple wills to complex trust plans, clients consistently note Rania’s responsiveness, clarity, and care throughout the process.
