by Christine | Aug 12, 2013 | Elder Law, Estate Law, Estate Planning |
If you live in one of the states with an estate tax, you need to take the tax into account when planning your estate … Another state tax to take into account when planning your estate is the inheritance tax. Just when you think you’ve got the whole federal estate tax...
by Christine | Aug 9, 2013 | Family Business, Retirement, Small Business |
If selling your business is any part of your retirement plan, Mr. Gerber said, it is essential to know what your business is worth. And it is important to start tracking its value long before you plan to sell. As a business owner, your business and your life...
by Christine | Aug 8, 2013 | Disinheritance, Estate Planning |
“This is the thing people who disinherit someone don’t understand: It puts a huge amount of pressure on those who aren’t being disinherited,” says Caschetta, whose experience inspired her to write a book on the subject that she's trying to get published....
by Christine | Aug 7, 2013 | Charitable Giving, Conservation Easement, Estate Planning |
In general, the value of an easement is the value of the property’s development rights. But in practice, these financial values are far more nuanced and flexible. Do you know the fundamentals of conservation easements? If not, then you might want to do your...
by Christine | Aug 6, 2013 | Estate Planning, Portability |
The first issue regarding portability is what does portability do? The answer is that portability allows the first spouse to die to transfer his/her unused estate tax applicable exclusion amount to the surviving spouse, who can then use it for his/her gift or estate...
