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Estate Tax

Found 51 Articles.
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How Planned Disclaimers Can Improve an Estate Plan

June 1, 2006

A key to successful Estate Planning these days is flexibility. Scheduled changes in the federal estate tax, and the possibility of additional changes, make flexibility essential. In past visits we have discussed language that can be included in wills to increase flexibility. Another tool to make available to your heirs is the disclaimer. Normally, disclaimers […]


How to Create the IRS Audit-Proof Estate

December 1, 2005

Planning an estate and implementing the plan don’t end the job. To meet your goals, take another step and ensure that the estate will prevail in an audit. Few people realize that the audit rate on estate tax returns is far higher than the rate on income tax returns. The greater an estate’s value, the […]

estate planning

Using and Misusing the Marital Deduction for Estate Tax Planning

April 1, 2005

The marital deduction is key to most estate plans of married couples. It can wipe out the entire estate tax liability. But misuse of the marital deduction can create a larger long-term tax bill or cause non-tax problems. Let’s look at how to use the marital deduction and avoid misusing it. The estate tax is […]

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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