Estate Taxes Planning

Latest Articles

Personal Finance | Taxes | Estate Taxes Planning | Wiseradvisor.com
Concerned About Estate Taxes?

Despite strong congressional support for repeal of the federal estate tax, the tax is still with us. While the Economic Growth and Tax Relief Act of 2001 attempted to reduce or eliminate estate taxes, the result was a tax...
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Personal Finance | Taxes | Estate Taxes Planning | Wiseradvisor.com
The Surprise Personal Estate Tax Trigger of Group Life Insurance

You have carefully planned your Will provisions for distribution of your estate at your death, thought about and designated your primary and contingent beneficiaries on the 401(k)'s, IRA's, and managed to build a...
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Personal Finance | Taxes | Estate Taxes Planning | Wiseradvisor.com
The Tax Bite on Gifting

Periodically, clients want to make gifts to individuals for a variety of reasons including college funding, estate planning, or just plain goodwill. And generally there are a lot of misconceptions about how gifts are treated...
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Personal Finance | Taxes | Estate Taxes Planning | Wiseradvisor.com
Are You Concerned About Estate Taxes?

Despite strong congressional support for repeal of the federal estate tax, the tax is still with us. While the Economic Growth and Tax Relief Act of 2001 attempted to reduce or eliminate estate taxes, the result was a tax...
Read more »

Personal Finance | Taxes | Estate Taxes Planning | Wiseradvisor.com
Don't Leave Your Estate Unprotected

Many people who plan carefully to keep income taxes at a minimum don't give any thought to estate taxes. They assume that estate taxes affect only the very wealthy. Not true. Currently, any estate worth more than $2 million...
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Personal Finance | Taxes | Estate Taxes Planning | Wiseradvisor.com
The State of the Federal Estate Tax

Like the Perils of Pauline, the final chapter in this thriller has yet to be written. The best way to sum up where the repeal or modification of the federal estate tax stands is to repeat the words of Senate Finance...
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Personal Finance | Taxes | Estate Taxes Planning | Wiseradvisor.com
Understanding the Tax Ramifications of an Inherited Roth IRA

"Be sure to read the fine print." It's neither complex, nor profound advice. Yet, it isn't easy advice to follow when you are navigating your way through pages and pages of IRS rules and regulations governing the way you...
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