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.

Estate Tax Uncertainty Has No End In Sight

NB: This article was published on September 15, 2010 and contains information that may be outdated. For current information regarding the estate tax, read: Estate Tax Certainty…For Now. A recent article from MarketWatch suggests the

How Do I Figure Out the Value of My Estate?

  Whether you will be required to pay federal estate tax will depend on the value of your gross estate, minus your debts and liabilities. Estate tax is due on the portion of a net

Confidence in Estate Tax Fix is Waning

NB: This article was published on August 2, 2010 and contains information that may be outdated. For current information regarding the estate tax, read: Estate Tax Certainty…For Now. Time is running out. If Congress does

Prepare for the Return of the Estate Tax

NB: This article was published on July 5, 2010 and contains information that may be outdated. For current information regarding the estate tax, read: Estate Tax Certainty…For Now. June has already come to an end,

Senate Republicans and Democrats Unable to Reach Agreement on Estate Tax

NB: This article was published on May 21, 2010 and contains information that may be outdated. For current information regarding the estate tax, read: Estate Tax Certainty…For Now. Many in the estate planning community were

Is There Hope for New Estate Tax Legislation in 2010?

NB: This article was published on April 28, 2010 and contains information that may be outdated. For current information regarding the estate tax, read: Estate Tax Certainty…For Now. Most estate planning attorney never believed that

Repeal of Estate Tax Causes Problems with Bypass Trusts

NB: This article was published on April 19, 2010 and contains information that may be outdated. For current information regarding the estate tax, read: Estate Tax Certainty…For Now.. When EGTRRA was passed in 2001, it

House May Consider Estate Tax in April

NB: This article was published on March 29, 2010 and contains information that may be outdated. For current information regarding the estate tax, read: Estate Tax Certainty…For Now. According to a recent article in Bloomberg

Wall Street Journal Illustrates How Death of Estate Tax May Cost Heirs More

NB: This article was published on March 5, 2010 and contains information that may be outdated. For current information regarding the estate tax, read: Estate Tax Certainty…For Now. In an article entitled “Why No Estate

Death of the Estate Tax May Cost Heirs More

Most estate planners never expected Congress to let federal estate tax expire. And when it did, most expected Congress to quickly enact new estate tax legislation, possibly making it retroactive to January 1. As of

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