Search for: "Estate of Prior"
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29 Nov 2014, 2:00 am
Department of Human Services, the Oregon Court of Appeals invalidated a 2008 attempt by the state to expand Medicaid estate recovery rules to reach assets conveyed prior to death by the Medicaid recipient... [read post]
14 Jun 2012, 8:00 am
In our prior post, we discussed how medical advancement and the struggling economy have affected the size of many baby boomers inheritances -- that is for those who even receive one. [read post]
10 Jan 2024, 10:12 am
While Californians do not need to worry about paying estate taxes at the state level, they may be subject to estate taxes at the federal level if the estate exceeds a certain value. 2024 Federal Tax Rates For the 2024 tax year, the IRS requires estates with combined gross assets and prior taxable gifts exceeding $13.61 million for one person (or $27.22 million per married couple) to file a federal estate tax return (Form 706) and pay the relevant… [read post]
14 Feb 2010, 12:23 pm
Simplified Form Method(a) Submit a completed NJ Inheritance Tax Return (Form IT-R), a copy of the decedent's Last Will and Testament, a copy of thedecedent's last Federal Income Tax Return filed prior to death, and the NJ Estate Tax Return with Schedules E-1 throughSchedule E-7. [read post]
19 Sep 2022, 2:04 pm
Creditor Claims During Estate Administration In Pennsylvania, a person or entity who is owed money by the decedent prior to their death is considered to be a creditor with a claim against the estate. [read post]
11 Aug 2021, 9:18 am
If your prior state did not have a state income tax or it was low, and you have now moved to California, which is deemed a high-income tax state, this could greatly affect tax consequences for your estate if it is still based on your current estate plan. [read post]
4 Apr 2012, 10:44 pm
Following up on my prior post, Estate Tax Repeal Momentum Builds in the States: Institute on Taxation and Economic Policy, Repealing Estate Tax Will Not Create an Economic Boom: Since Tennessee Governor Bill Haslam proposed reducing the state’s estate tax in February, Tennessee lawmakers have shown increasing interest in this... [read post]
12 Mar 2015, 12:11 pm
Most individuals, despite the best of intentions, fail to put their Florida estate affairs in order prior to death or incapacity. [read post]
24 Jun 2014, 6:30 am
Prior to 2011, your estate tax exclusion died when you did. [read post]
10 Jan 2013, 4:00 pm
See here for a prior posting on this case. [read post]
18 Oct 2019, 8:29 am
Prior to 2018, the basic exclusion amount, absent any IRS adjustments, was $5 million, meaning that any estate valued at less than that amount most likely had no estate tax liability. [read post]
2 Aug 2018, 8:54 am
Here is the abstract: Prior to 2016, all-cash purchases of residential real estate were... [read post]
12 Aug 2014, 8:00 am
Now, all couples should give great weight to the importance of having talks about finances prior... [read post]
26 Feb 2018, 4:00 pm
This includes changes to the gift, estate, and generations-skipping tax (GST) provisions. [read post]
14 Jan 2020, 12:00 pm
Prior to the Act, beneficiaries could stretch out the distributions... [read post]
20 Jun 2014, 4:00 pm
Co-founders of medical-device maker Cook Group, Bill and Gayle Cook, passed ownership of their company to their son, Carl, in order to avoid estate taxes prior to Bill Cook’s death. [read post]
6 Sep 2018, 7:33 pm
In keeping with prior years, the Institute continues to present practical topics, relevant for all clients. [read post]
3 Sep 2014, 10:21 am
As discussed in prior posts in this blog, a decedent’s next of kin or distributees must receive notice regarding the probate process. [read post]
9 Oct 2015, 9:57 am
Florida Estate planning does not only involve the preparation of a Will, Trust, or Power of Attorney, but also takes into consideration retirement issues. [read post]
4 Jan 2016, 12:11 pm
Contact all parties who provided medical care, treatment, or assistance to the decedent prior to his/her death;Your attorney will not be able to file the NJ inheritance tax return until it is clear as to the amounts of the medical bills. [read post]
