Estate Tax

Posted on February 14, 2009

Tax Discounts Alive and Well – For Now

The U.S. Tax Court issued an opinion on January 29, 2009 in the Estate of Marjorie deGreeff Litchfield v. Commissioner (T.C. Memo….

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Category: Gift Tax
Posted on December 20, 2008

Deductibility of Estate Planning Legal Fees

Contrary to what many of my clients assume, legal fees for general estate planning are not deductible for income tax purposes.  Estate…

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Category: Income Tax
Posted on May 16, 2008

Beyond the Basics – a Trio of Considerations for Succession Planning

When doing estate planning, one needs to consider to whom to leave one’s property, which is usually not much of a problem….

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Category: Living Trusts
Posted on May 22, 2007

Nevada Offers Estate Planning Advantages

North Carolina is not known for its attractive estate planning and asset protection laws, but NC residents can avail themselves of certain…

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Category: Asset Protection
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