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10 Jul 2022, 2:39 pm by Charles (Chuck) Rubin
One of the conditions is that an estate tax return is filed for the decedent that makes a portability election, even if no estate tax return is otherwise needed.An estate tax return is due 9 months after death, with an automatic extension granted for 6 months if timely requested. [read post]
12 Nov 2014, 11:00 am by Marsha Tesar
Anytime that you rewrite your estate plan, you should have the advice of an independent estate planning attorney. [read post]
31 Aug 2021, 9:00 am by Braverman Law Group
Continue Reading The post How to Prevent Trust and Estate Disputes in Colorado appeared first on Boulder Estate Planning Legal Blog. [read post]
24 Apr 2012, 10:46 pm by Administrator
If you’ve been thinking about adding real estate investments to the mix of investments available through your plan, this article gives a good overview and is brief. [read post]
4 Jun 2014, 2:04 pm
Excel sheets can be password protected, so for those who are worried about other people gaining access to their online accounts a level of security can be added. [read post]
28 Oct 2008, 10:00 am
The federal Fair Housing Act prohibits real estate agents from using ads that indicate a preference for members of a particular religious group. [read post]
26 May 2020, 12:53 pm by McCulloch & Miller, PLLC
Common changes may include adding or removing beneficiaries and addressing recently acquired assets. [read post]
11 Jun 2015, 3:00 am by Joshua K. Crawford
With portability, a surviving spouse can use any unused portion of a deceased spouse’s exemption, adding it to his or her own to increase the amount of property exempted from estate taxes. [read post]
23 Aug 2023, 1:12 pm by ESQ.title
Subleasing involves leasing a part or all of your leased space to a third party, adding another layer of intricacy to your landlord-tenant relationship. [read post]
Next year, $20,000 will be added to bring the estate tax exclusion up to $5.45 million. when you are evaluating your level of estate tax exposure, you have to include real property that you own, and life insurance proceeds count as well. [read post]
1 Sep 2014, 10:52 pm
Generally, the fee of a guardian ad litem is an administration expense of an estate and is paid from estate assets but Matter of Stralem is an exception. [read post]
13 Sep 2014, 10:41 pm
Generally, the fee of a guardian ad litem is an administration expense of an estate and is paid from estate assets but Matter of Stralem is an exception. [read post]
26 Mar 2021, 9:13 am by Howard Vigderman
This means in effect that the appreciation on a grantor trust is added to the grantor’s taxable estate. [read post]
27 May 2011, 4:10 pm by Ilona Bray
Have you noticed how agent-speak, as seen in real estate ads, tends to be either over the top or underwhelming? [read post]
30 Jan 2011, 9:40 am by Hani Sarji
Jacobs announced that she created client education brochures that can help lawyers and financial advisers emphasize their value added as they educate clients about estate planning. [read post]