Tags » Estate Tax

Changes in Estate Planning

The IRS recently reported the number of estate tax returns filed declined 87% from about 73,100 filed for decedents dying in 2003 to about 9,400 filed for decedents dying in 2012.  369 more words


Berkshire Giveaway

Someday, the financial wizards who run things on Wall Street will realize there’s “paper to be stacked” opening an Investor Hall of Fame. (Hey, the Rock and Roll Hall makes $40 million a year, and it’s in… 580 more words

Reader Response

I got the following reply from a reader over my F@$% Fairness blog post.  I will post a link to my original blog at the bottom.   491 more words

All Is Not the Same With Inherited IRAs- The US Supreme Court Denies Creditor Protection For Inherited IRAs

Recently the U.S. Supreme Court issued a ruling related to whether creditors could reach an inherited IRA.  Many individuals assumed that all IRAs were protected from creditors; however, the Supreme Court disagreed under federal bankruptcy law. 339 more words

Estate Planning

From Forbes: Worry About Your Estate Plan, Not Estate Tax

The following paragraphs are extracted from an article authored by Steve Parrish, an experienced financial planner in United States. In that article, he explained why estate planning is much more than estate tax planning. 906 more words

John Oliver on Income Inequality & The Wealth Gap

John Oliver nails it here. He starts off with clips of Obama saying that income inequality will be a top priority and showing how quickly that topic was pushed under the rug thanks to all the rich bastards who cried out that this was the start of class warfare. 70 more words

Awareness & Education

Frequently Asked Questions on Estate Taxes

Frequently Asked Questions on Estate Taxes

Below are some of the more common questions and answers about Estate Tax issues. You may also find additional information in  1,859 more words