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Minimize a Surviving Spouse’s Estate Tax: The Benefits of the Portability Election

The Form 706, also known as the United States Estate (and Generation-Skipping Transfer) Tax Return, is...

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Death of a Loved One

The death of a loved one is one of life’s most difficult times and a time for reflection and grieving....

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Navigating the Legacy: A Comprehensive Guide to Estate Planning for Baby Boomers

Discover the critical steps to safeguard your family's financial future. Learn how to address common...

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Divorced, Separated, Married or Widowed This Year? Unpleasant Surprises May Await You at Tax Time

Taxpayers are frequently blindsided when their filing status changes because of a life event such as...

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Portability of Unused Estate Tax Exclusion

When an individual dies, the value of that individual’s estate is subject to estate taxation, which...

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Is Your Will or Trust Up-to-Date?

When was the last time you or your attorney reviewed or updated your will or trust? If it was some time...

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Inheritances Enjoy a Special Tax Benefit

You may hear people use the term “Stepped-Up Basis” that many believe is a tax provision...

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Estate Tax Exemption Doubled Under Tax Reform

Leading up to the passage of the Act, there was considerable discussion about repealing the estate and...

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Surviving Spouse Estate Tax Exclusion

The estate tax is a tax on the transfer of property after an individual's death. It consists of an account...

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Did the Decedent Own Capital Assets?

If the decedent owned capital assets, the fair market value (FMV) of those assets at the time of death...

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Death of a Loved One

The death of a loved one is one of life’s most difficult times and a time for reflection and grieving....

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Is a Fiduciary Return Required?

Generally, income attributable to a decedent up to the time of death is included in the decedent's final...

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