Tags » Estate Tax

Three Top Tips for International Estate Planning

In today’s transient world, more and more people live and own property in multiple countries. If that describes you, you may run into some very complex tax and estate planning situations. 627 more words

Estate Planning

Estate Planning Tips for Immigrants

This guide contains information about special estate planning considerations for anyone who has immigrated into the United States. It will help you identify situations in which the right type of planning could make a big difference in someone’s life. 413 more words

Estate Planning

IRS Notice 2017-12: Guidance Relating to the Availability and Use of an Account Transcript as a Substitute for an Estate Tax Closing Letter

In Notice 2017-12, the IRS clarifies that an IRS account transcript is a substitute for an estate closing letter.  Estates and their authorized representatives can request an account transcript at no cost, by filing Form 4506-T, Request for Transcript of Tax Return. 412 more words

Probate Attorney

Taxing Times

If you haven’t had a chance to pick up the February edition of Minnesota Valley Business yet, be sure to check out this month’s featured article “Taxing times.” It features David Richards of Jones Metal (a member of Greater Mankato Growth’s… 42 more words

Public Affairs

Why Do You Need Life Insurance - Part 1

In this two-part series, we shall be tackling the reasons why you should get your life insured and how it could secure yours and your family’s financial future. 288 more words

Financial Planning

Estate Planning in 2017 -What to Do in Uncertain Times

Déjà vu– As was the case sixteen years ago in January 2001, we ring in the new year with a Republican president and a Republican-controlled Congress threatening to repeal the federal estate tax.  1,123 more words

Estate Planning

Estate Planning - When the Only Certainty is Unpredictability

By Allan B. Cutrow and Jeffrey K. Eisen

Donald Trump is now the President, and both chambers of Congress are under Republican control. Thus, we appear to be poised for potentially substantial changes in the estate tax, gift tax, generation-skipping transfer tax, and income tax laws. 501 more words

Tax And Trusts & Estates