Tags » Estate Tax

The bypass trust and 4 other reasons you should update your Will

This column first appeared in the San Antonio Express-News on March 31, 2016.

Dear Mr. Premack: Our children did not have children. Most everyone in family our is still living. 691 more words


Prince and the Estate Tax

As radio stations play Prince songs all day long and Purple Rain makes a return to the theatre, I was struck by the vast amount of content Prince not only produced but owned. 568 more words

What's the deal with the estate tax?

The top federal estate and gift tax rate for the 2015 tax year was 40% (IRS Instructions for Form 706 (Rev. August 2015), p. 6; 2015 IRS Instructions for Form 709, p. 518 more words


Gift and Estate Taxes

I have probably addressed estate and gift tax exemptions on this site before, at least in passing. But they’re really pretty wild, and I think adequate education would show that they will not be major worries for most people any time soon. 699 more words

Indiana Law

Can I Use My Spouse’s Estate Tax Credits? What is Portability and Why Does It Matter to Me?

By Tiffany A. Halimi | 

Have you had an estate plan check-up recently?  If you or a client of yours has not had your trust reviewed by an estate planning attorney recently, your trust may be structured in a way that may be more complicated and cost your surviving spouse and your beneficiaries more than what might be necessary. 566 more words