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The "Big Gift" Window Closing? While it is well known that compromise legislation at the end of 2010 extending Bush-era temporary tax reductions increased the estate tax exemption to $5 million, it ...
See Full GuideExpatriates Get A Tax Swat Upon Exit U.S. citizens or long-term residents who expatriate after June 16, 2008, are treated as having sold all their worldwide property for its fair market value the d...
See Full GuideA Graduation Gift that Keeps on Giving If you want to give a high-school or college graduate a gift with a big financial impact, go beyond writing a check. Giving the gift of investingwith individua...
See Full GuideEstate Taxes The Gift That Keeps on Taking When you inherit money or property you shouldn't have to pay taxes. It's not subject to income tax. Plus, if there's an inheritance tax to pay, the estat...
See Full GuideFamily Limited Partnerships Worth Another Look (Especially This Year)? A FAMILY limited partnership was once a rather esoteric way for wealthy families to centralize the management of real estate ...
See Full GuideWhen Your Estate IS a "Work of Art" For many owners of artwork or decorative collectibles, scenario planning works well for individual or a small number of items. Estate planning is a process, not...
See Full GuidePreserve Portability with Estate Tax Filing An estate-tax return must be filed soon after the first partner's deathusually within nine monthsin order for a couple to get this new benefit. Don't los...
See Full GuideRetirement Planning: Now I am really confused. How much and how often do I need to take distributions once I reach my Required Beginning Date? Pt. 1 Let's start with how often. Once you reach your Re...
See Full GuideRetirement Planning: Now I am really confused. How much and how often do I need to take distributions once I reach my Required Beginning Date? Pt. 2 If you postpone yourfirstRMD until the calendar ye...
See Full GuideRetirement Planning: Should I name my spouse or my living trust as the beneficiary of my retirement plans? Pt. 3 So, the question becomes who do I name as the primary beneficiary and who do I name as...
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