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14 Dec 2010, 3:00 am
During the repeal things seem to have proceeded about the same way that the did in 2009 when the tax was in place. [read post]
24 Dec 2019, 6:49 am
Sometimes the best way to get the gist of a subject is to absorb a series of relatively quick questions and answers. [read post]
21 Jul 2014, 6:00 am
For married couples in Florida who want to craft an estate plan, there are several vital estate planning issues that you need to approach in a way slightly different than your single counterparts. [read post]
18 Mar 2015, 4:00 am
Your estate assets at the time of death are potentially subject to estate taxes which is why any complete estate plan must look for ways to avoid taxation. [read post]
14 Oct 2021, 11:00 pm
On September 13, 2021, the House Ways and Means committee released its proposals to raise revenue, including increases to individual, trust and corporate income taxes, changes to retirement plan contributions and distributions, and changes to the estate and gift tax laws. [read post]
12 Jun 2012, 6:00 am
One way to ensure a fair administration is to sell the property and distribute the proceeds to the beneficiaries. [read post]
12 Jun 2012, 6:00 am
One way to ensure a fair administration is to sell the property and distribute the proceeds to the beneficiaries. [read post]
12 Mar 2014, 2:30 pm
The Net Investment Income Tax applies to real estate in a variety of ways. [read post]
1 Mar 2021, 10:12 am
Familiarity with common first time estate planning mistakes will go a long way in helping you avoid trouble. [read post]
7 Sep 2023, 4:00 am
The post What Is the Best Way to Pass Down the Family Home to My Children in My Estate Plan? [read post]
1 Sep 2020, 12:01 pm
I counsel clients on the best strategies to pass their estates to their loved ones, how to efficiently manage their affairs if they can’t make decisions for themselves, and advise them on the most financially efficient ways to accomplish their goals. [read post]
19 May 2022, 8:00 am
A small estate affidavit is a cost-effective way to transfer property to a deceased person’s heirs. [read post]
15 Mar 2012, 7:00 am
It's hard to say which way it will fall, or if it will stay there for long and that just makes estate planning a bit tricky. [read post]
21 Nov 2016, 4:55 pm
On the other hand, if your estate is not exempt, you will want to explore ways to avoid estate tax. [read post]
5 Dec 2016, 11:33 am
On the other hand, if your estate is not exempt, you will want to explore ways to avoid estate tax. [read post]
13 Jul 2017, 7:45 am
You can reduce or eliminate probate by eliminating assets that could find their way into your estate. [read post]
8 Jun 2021, 8:00 am
A small estate affidavit is a cost-effective way to transfer property to a deceased person’s heirs. [read post]
15 Jun 2023, 5:21 am
Control Over Your Assets After Death Having an estate plan ensures that your assets will be distributed the way you want. [read post]
14 Oct 2015, 8:00 am
Often, the best way to explain a concept, or make a point, is by illustration or example. [read post]
13 Feb 2012, 11:00 am
It’s hard to say which way it will fall, or if it will stay there for long, and that just makes estate planning a bit tricky. [read post]
