by Christine | Aug 23, 2013 | Estate Planning, GRATs, Trusts |
Clients with swiftly appreciating assets can transfer these assets and escape both gift and estate taxation on almost all of the appreciation using a combination GRAT-life insurance strategy in connection with the steep gift tax valuation discount available today....
by Christine | Aug 22, 2013 | Estate Planning, GRATs, Qualified Personal Residence Trust (QPRT), Trusts |
This type of trust allows a person to still live in a home for the term of the trust, deduct mortgage interest and real estate taxes, and then when the term of the trust expires, the home passes to the heirs and out of the owner's estate. The owners can retain the...
by Christine | Aug 21, 2013 | Estate Planning, Expatriation |
There are distinct immigration rules and tax rules. Seek advice from an immigration lawyer and a tax adviser. You need both sets of rules. Is the grass really greener on the other side? When it comes to becoming an expatriate, you may want to do your homework before...
by Christine | Aug 20, 2013 | Basis, Capital Gains, Estate Planning |
When you inherit property, such as a house or stocks, the property is usually worth more than it was when the original owner purchased it. If you were to sell the property, there could be huge capital gains taxes. Fortunately, when you inherit property, the property’s...
by Christine | Aug 19, 2013 | Advanced Health Care Directive, Beneficiary Designation, Durable Power of Attorney For Finances, Elder Law, Incapacity |
So flattered that The Caregiver's Voice (www.thecaregiversvoice.com) asked me to write an article on "Planning For Incapacity" for their website. Here is the link http://thecaregiversvoice.com/tips-caregivers/planning-for-incapacity/. My goal is that a...
