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22 May 2014, 7:15 am
For estates above 105%, there is a flat 16% tax on all assets owned by the decedent, not just the amount above the exemption limit.Addition of a Three Year Look Back ProvisionNew York has also added a three year look back provision for gifts made within three years of death. [read post]
28 Jun 2016, 12:10 pm
The post We’re Expanding…Adding Attorneys, Staff and a New Milford Office appeared first on Connecticut Estate Planning Attorneys Blog. [read post]
26 Jun 2017, 8:01 am
Furthermore, in 2013 an additional 3.8% surtax was added for net investment of individuals, estates, and trusts over statutory threshold amounts in certain cases. [read post]
28 Aug 2019, 12:16 pm
There were similar ads elsewhere.Were the sales and transactions numbers literally false? [read post]
6 Jan 2022, 3:02 am
Transferring ownership to a revocable living trust may also allow you to retain the applicable tax benefits with the added benefit of avoiding the probate process. [read post]
27 Nov 2012, 10:22 am
Thus, adding a partner’s name to a residential deed or saving account which holds substantial assets may bring unintended tax consequences without some planning. [read post]
18 Apr 2022, 4:21 pm
The CEO of Wealth has stated that he believes his company is pursuing a more unique strategy by appealing to workers that want to offer more value-added benefits. [read post]
20 Apr 2017, 8:00 am
Every 10 minutes another person is added to the national transplant waiting list. [read post]
20 Oct 2010, 6:14 am
This morning I came across an article about how bed bug disclosures are becoming a part of real estate closings in New York. [read post]
29 Dec 2015, 1:41 pm
One of the region’s highest-profile developers has added his voice to a growing chorus of academics, business and political leaders calling Baltimore’s real estate taxes a barrier to development. [read post]
30 Dec 2011, 7:01 am
AMOUNT OF ESTATE TAX EXCLUSION AND ESTATE TAX RATES MADE PERMANENT. [read post]
5 Oct 2012, 10:23 am
For example, the fiduciary of an estate determines that the net investment income associated with the estate will exceed the applicable threshold for the current tax year, but the estate had net investment income below the applicable threshold in the previous tax year. [read post]
26 May 2022, 8:55 am
appeared first on Boulder Estate Planning Legal Blog. [read post]
10 Apr 2022, 4:33 pm
This will likely mean adding your new spouse’s name to insurance policies and estate planning documents. [read post]
21 Jan 2008, 4:52 pm
NPR… has been able to grow its total ad revenue from $18 million in 2002 to $46 million in 2007. [read post]
25 Apr 2012, 12:33 pm
We added the Roseville office in 2007. [read post]
2 Jul 2020, 10:44 am
A Living Will should be added as well to state life support preferences. [read post]
6 Dec 2021, 7:04 am
Portability of Lifetime Exemption Between Spouses Surviving spouses have the right to transfer to themselves any unused portion of their deceased spouse’s estate tax exemption, thus adding to their own exemption and allowing more money to be passed to heirs tax-free. [read post]
26 Jul 2006, 2:05 am
Now news from Washington that Estate Tax Repeal will NOT be added to the Pension Reform Bill, but be part of a new package later this year. [read post]
31 Aug 2014, 10:46 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]
