Month: December 2012
9 Steps (Days) Away From the Fiscal Cliff – EIN Problems Too
Congress has failed to avert the fiscal cliff. We have only nine days until the estate tax exemption drops to $1 million…
Tennessee Estate Planning: Tax Exemption Changes in 2012, 2013 and After
Although this is the North Carolina Estate Planning Blog, much of what I blog about applies to folks all over the country….
Singles & Couples: Muni-Bond Tax Breaks Disappearing–Maybe
What may become part of the “fiscal cliff” drop—and if not, it will be on the 2013 agenda—is the elimination of municipal-bond…
IRS May Allow Late Filing Relief for 706 for Portability
According to Robert Keebler, CPA, the IRS may allow a late filed Federal Estate Tax Return, Form 706, if the only reason…
Tax Changes and Limitations on Dynasty Trusts
Dynasty trusts, which help families legally avoid estate taxes and preserve assets for heirs of future generations, are the target of new…
It’s Not Too Late to Use Your $5 Million Exemption!
Estate Planning attorneys all across the country are frantically working to help their clients utilize the $5.12 million gift and estate tax…
The Fiscal Cliff Cometh – Things to Do By 12/31/12
Ben Franklin said that the only two certainties in life were death and taxes. Tax exemptions and rates, however, are subject to…
3 Tips For Succession Planning
Estate plans and trusts preserve assets accumulated over a lifetime and distribute them to beneficiaries, but what happens to a business when…
