Estate Tax

Deductibility of Estate Planning Legal Fees

Posted on: December 20th, 2008
Contrary to what many of my clients assume, legal fees for general estate planning are not deductible for income tax purposes....

Beyond the Basics – a Trio of Considerations for Succession Planning

Posted on: May 16th, 2008
When doing estate planning, one needs to consider to whom to leave one’s property, which is usually not much of a problem....

Estate Tax Changes Likely

Posted on: March 14th, 2008
From this article in the New York Times yesterday: Beginning next year, the federal estate tax exemption will increase to $3.5 million. This means that the tax would apply to only about 0.3 percent of people who die each year. Not exactly the average American....

Gift and Estate Tax Planning for Non-Citizen Spouses

Posted on: July 4th, 2007
While non-citizens who reside in the U.S. are subject to U.S. income tax on their worldwide income, and U.S. estate tax for worldwide assets, they do not receive the same treatment as citizens when it comes to U.S. gift and estate taxes. ...

Nevada Offers Estate Planning Advantages

Posted on: May 22nd, 2007
North Carolina is not known for its attractive estate planning and asset protection laws, but NC residents can avail themselves of certain out-of-state planning strategies that can provide significant estate tax savings and creditor protection....

529 College Savings Plans used for Estate Tax Planning

Posted on: February 27th, 2007
An article in the February 24-25 issue of The Wall Street Journal describes how 529 College Savings plans can be used to reduce estate taxes. ...
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