Resources

Reset Form

Estate Tax Certainty…For Now

NB: For information on the state of the estate tax in light of the Tax Cut and Jobs Act, click here. For…

The Future of the Estate Tax

NB: This article was published on July 25, 2012 and contains information that may be outdated. For current information regarding the estate tax, read: Estate Tax Certainty…For…

Estate Planning for Couples

The American Taxpayer Relief Act of 2012 sets the estate tax rate at 40 percent for individual estates valued at over $5 million, indexed for inflation. Additionally, can…

Does Texas Have an Inheritance Tax?

The short answer to the question is no. Before 1995, Texas collected a separate inheritance tax, called a “pick-up tax.” The tax did not increase the…

Does Portability Make Bypass Trusts Obsolete?

Before this year, bypass trusts were necessary to preserve a deceased spouse’s federal estate tax exemption. This is no longer the case. Under the new estate…

A Temporary Fix: The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010

  NB: This article was published on January 10, 2011 and contains information that may be outdated. For current information regarding the estate tax, read: Estate Tax Certainty…For Now.

It’s a Done Deal!

NB: This article was published on December 17, 2010 and contains information that may be outdated. For current information regarding the estate tax, read: Estate Tax Certainty…For Now. Last…

Deal or No Deal: The Estate Tax Debate Continues

NB: This article was published on December 13, 2010 and contains information that may be outdated. For current information regarding the estate tax, read: Estate Tax Certainty…For…