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Estate Tax

Found 51 Articles.
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Estate Planning

When a Gift Tax Return is Required for Estate Planning

November 1, 2013

Don’t think making a tax free gift means a gift tax return isn’t due. The general Estate Planning rule is you need to file a gift tax return for any gift that exceeds the annual gift tax exclusion ($14,000 per recipient in 2013). A gift that exceeds the annual exclusion either reduces your lifetime estate […]

estate planning

Estate Planning Tax Law Changes Investors Must Understand

May 1, 2013

A revolution is underway in Estate Planning. You know about the 2012 changes to the law (see our February 2013 issue).  They require fresh approaches and strategies. Many believe the new law means estate planning is unimportant. That’s a mistake. A result of the 2012 law is that for most people income taxes are a […]

Stepping Up Estate Planning Tax Reduction Plans

April 1, 2013

Well-off readers and those on the path to wealth should step up their Estate Planning tax reduction plans. You have some breathing room since Congress passed the ?permanent? estate tax in January. But a number of tax reduction strategies still are at risk. Most people won’t be subject to the estate tax. But estate taxes […]

Ensuring the Estate Planning Tax Exemption is Portable

March 1, 2013

Since 2010, it’s been easier for married couples to maximize the use of each spouse’s Estate Planning tax exemption. Estate planning professionals call this portability, though the word isn’t used in the tax law. It works like this. The estate of the first spouse to pass away is exempt from estate taxes up to $5.25 […]

Estate Planning for Married Couples and the New Estate Tax

March 1, 2013

Uncertainty about the estate tax is resolved. You don’t have to worry about frequent shifts anymore. Now, it’s time to consider how the new rules affect your Estate Planning and revise your plan. You know that the lifetime estate and gift tax exemption is set at $5 million per person, indexed for inflation. For 2013 […]

Estate Planning

Don’t Overlook Filing Gift Tax Returns for Your Estate Planning

February 1, 2013

You might need to file a gift tax return for your Estate Planning, even when no taxes are due. It might seem like a technicality, but the IRS penalizes people for not filing returns even when no tax was due. It’s been searching public records in some states, such as real estate title records, and […]

estate plan

Estate Planning Shrewd Gift-Giving Strategies

October 1, 2012

Regular people have been left out of most Estate Planning discussions this year. Estate planners and financial media are pounding the table for people to give away a lot of money by Dec. 31 because of the scheduled end of the $5.12 million estate and gift tax exemption on Jan. 1, 2013. If the expiration […]

Estate Planning

Estate Planning to Ensure Gifts are Tax Free

October 1, 2012

Many people who make Estate Planning gifts are giving away assets that don’t have obvious market prices. Because the gift tax is based on the value of an asset, these people have to be careful. When the donor places a value on an asset and makes the maximum tax-free gift, the IRS later can step […]

March 2021:

Congress Comes for your Retirement Money

A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.
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