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Estate Tax

Potential Problems with Beneficiary Designations

Posted on: December 9th, 2019
Many people use beneficiary designations, and for good reason. Some significant assets, including life insurance policies, IRAs, retirement plans and even bank accounts, allow a beneficiary to be named. It's free, it's easy, and, when the owner dies, these assets are designed to be paid directly to the individual(s) named as beneficiary, outside of probate. But that is not always what happens. ...

10 Things To Do Before the End of This Year

Posted on: November 15th, 2012
The end of the year will be here before we know it. But there is still time to meet some major estate planning goals. Here are ten things to do before the end of 2012....

Get Ready for These Five New Taxes on January 1, 2013

Posted on: October 1st, 2012
Now that the health care law has been declared constitutional, several significant provisions will become effective on January 1, 2013....

Obama's Fiscal Year 2013 Budget Proposal

Posted on: March 5th, 2012
On February 13, 2012, President Obama released his fiscal year 2013 budget proposal for the fiscal year beginning October 1, 2012. This budget contains several long-standing proposals ' as well as some new ones ' that would impact estate planning significantly. ...

No Super Committee Action: Now What?

Posted on: December 9th, 2011
Now that the so-called 'super committee' failed to agree on spending cuts and/or revenue gains to reduce the deficit, what's next? What does this mean for the estate and gift tax law?...
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