Estate Tax Planning

How Does the New Tax Cut and Jobs Act Affect You?

The new Tax Cut and Jobs Act, which makes broad changes to the income and estate tax codes, will have a significant impact on many taxpayers.  Because it is so new and so complex, it will be some time before tax professionals fully understand those impacts.  Fortunately, most of the law does not take effect […]
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The Estate of Prince – Valuation is Tricky – (Part 2)

    The Estate of Prince – Valuation is Tricky (Part 2) Last week we discussed how Prince died without a Will and several problems that that is causing in the process of estate settlement.  This week we consider another aspect of Prince’s estate settlement:  the challenges of properly valuing assets in estate settlement.   […]
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THE NEW FOCUS OF ESTATE PLANNING RIGHT NOW IS INCOME TAXES

Over the last two decades, changes in the estate tax laws have caused a great shift in the focus of estate planning.  At one time, the primary issue was avoiding a 55% estate tax rate on a relatively modest level of assets.  For example, in 1995 the federal estate tax exemption was only $600,000.  Back […]
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