Search for: "Estate of Gaines"
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30 Mar 2022, 9:45 am
Kiplinger’s recent article entitled “How to Keep Your Estate Plan from Jeopardizing a Disabled Heir’s Benefits” suggests that you partner with an experienced estate planning or elder law attorney who works in the complicated arena of public benefits planning. [read post]
22 Sep 2010, 6:05 am
Beneficiaries must own the policy otherwise the gain from the policy will be regarded as a part of the estate and therefore taxed. [read post]
2 Jul 2010, 3:54 pm
Attorney and accountant Bob Carlson has written an article in InvestingDaily.com in which he enumerates four reasons to create an estate plan even without the motivating factor of estate taxes (he calls this Legacy Planning): Financial Security Continuing management and caretaking Protection (from creditors, predators and lawsuits, if not from taxes) Other tax burdens (such as state taxes, capital gains taxes, gift taxes, etc.) [read post]
11 Jan 2010, 5:05 am
The series is entitled, “5 Things You Need to Know About the Estate Tax in 2010” and the posts he has published so far are linked below: Capital Gains Retroactivity Trust Problems State Estate Taxes 2011 and On Updated on 1/27/2010 [read post]
21 Mar 2024, 8:40 am
Asset Changes Next, it is worthwhile to reconsider your estate plan if you have gained or lost assets. [read post]
21 Jul 2015, 6:30 am
You have to live for at least three years after conveying the policies into the trust if you want to gain estate tax efficiency. [read post]
14 Jul 2016, 2:00 am
You might have been putting money in a 401(k) or an IRA and gained the benefit of deferring taxes. [read post]
30 Dec 2009, 6:09 am
Did you know that the "death" of the estate tax creates a capital gains "trap"? [read post]
9 Feb 2017, 3:30 pm
The best way for Canadians, and foreign nationals in general, to hold US real estate depends on their plans for the property, its value, the owner’s age and net worth, whether the property has appreciated since it was purchased, the expectation of rental income, and what issues loom large for the owner (avoiding probate, escaping the US estate tax, selling the property with a minimum of capital gain, limiting personal liability). [read post]
10 Aug 2021, 12:27 pm
She concentrates on sophisticated estate planning, including special needs trusts, asset protection trusts, spousal lifetime access trusts, charitable remainder trust, qualified small business trusts, and other trusts used to minimize or eliminate capital gains and estate tax. [read post]
2 Mar 2010, 5:30 am
Second, anyone who dies this year is under the capital gains regime developed to “replace” the expiring estate tax. [read post]
18 Jan 2017, 12:28 pm
It enables assets held at the time of death to avoid capital-gains tax. [read post]
25 Jan 2014, 8:58 am
"Where parties enjoy a relationship in which confidence is naturally inspired or reasonably exists, the person who has gained an advantage due to that confidence has the burden of proving that no undue influence was used to gain that advantage," In re Estate of Penna,322 N.J. [read post]
14 Jun 2009, 5:02 pm
You’ll also gain insight on how Federal Medicaid Reform will impact seniors.Speakers:THOMAS D. [read post]
14 Jun 2009, 5:00 pm
You’ll also gain insight on how Federal Medicaid Reform will impact seniors.Speakers:THOMAS D. [read post]
5 May 2022, 9:10 am
The traditional real estate industry, together with virtual land in the evolving Metaverse, has been on the radar of many. [read post]
28 Apr 2010, 6:53 pm
Remember, the Republicans can crow this year in their reelection campaigns that there is no estate tax (and again, for their short-term political gain, they are very unlikely to emphasize the estate tax will return in 2011). [read post]
13 Feb 2012, 7:40 am
The benefit of this is that the principal of the IRA continues to grow tax-deferred, resulting in very significant lifetime gain. [read post]
10 Nov 2019, 5:08 am
The post Florida Real Estate Law: The 1031 Exchange Process, Explained appeared first on Law Offices of Ray Garcia, P.A.. [read post]
16 May 2022, 6:54 am
For example, you could set up a trust that your child would gain access to only when they reach a certain age. [read post]
