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Category: Estate and Wealth Transfer

Disappearance of estate tax means good time to review documents
Estate and Wealth Transfer Taxes

Disappearance of estate tax means good time to review documents

Already, some high profile estates drew attention this year to the fact that, for the first time since 1915, there is no federal estate tax. While the suspension of the estate tax may serve as a temporary benefit for heirs, it could also cause complications for investors who have included trusts in their estate planning.

With the return of the estate tax in 2011, now is a good time to review documents
Estate and Wealth Transfer

With the return of the estate tax in 2011, now is a good time to review documents

This year marked an unusual year for the estate tax. In fact, for the first time since 1915 the country does not have a federal estate tax because the tax was removed temporarily in 2010 as part of the 2001 tax law. But, the suspension of the tax was designed to be a temporary one,

Congress debates reinstatement of estate tax
Estate and Wealth Transfer Taxes

Congress debates reinstatement of estate tax

This year could mark a once-in-a-lifetime event for the estate tax. For the first time since 1915, the country does not have a federal estate tax because the tax was removed temporarily in 2010 as part of the 2001 tax law. This lapse in the law will allow heirs to escape a federal estate tax

Helping a grandchild save for college with a 529 may have added benefits
College Savings Estate and Wealth Transfer

Helping a grandchild save for college with a 529 may have added benefits

Helping a grandchild save for college with a 529 plan may be rewarding for the grandparent as well as the child, especially with estate taxes poised to return in 2011. Grandparents may open a 529 plan as a gift to a grandchild, with the grandparent remaining as the owner of the plan. Grandparents may deposit

A window of opportunity to transfer wealth without gift or estate taxes may be closing
Estate and Wealth Transfer

A window of opportunity to transfer wealth without gift or estate taxes may be closing

Grantor Retained Annuity Trusts (GRATs) are a powerful vehicle for transferring assets to family members free of gift and estate taxes. Clients who wish to take advantage of their tax benefits need to act soon. A GRAT can be funded with a wide range of investments and is typically established for a term of two

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