Estate Tax

US Savings Bonds tax implications

US Savings Bonds Tax Implications

US Savings Bonds tax implications can be complex. If you inherited or were gifted US...
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IRS proposed Regulations on Basic Exclusion Amount for Estate and Gift Taxes

IRS proposed Regulations on Basic Exclusion Amount for Estate and Gift Taxes. The Tax Cuts...
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Estate Tax and Legacy Planning Considerations

Estate Tax and Legacy Planning Considerations Now that the Build Back Better (BBB) 'Framework' has...
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The Significance of Stepped Up Basis in Estate Planning IRC 1014

According to Internal Revenue Code Section 1014 the basis of property acquired from a decedent...
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Basic Steps to Avoiding Probate

As many of you know that follow this blog my father recently passed away and...
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IRC 1014 & the Significance of Stepped Up Basis in Estate Planning

According to Internal Revenue Code Section 1014 the basis of property acquired from a decedent...

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