With the federal estate tax exemption possibly about to be lowered, it may be time to think about steps you can take to keep your estate from being taxed. An irrevocable life insurance trust allows you to pass on money to your heirs while avoiding estate taxes.
Vermont senator Bernie Sanders has introduced legislation that would require more estates to pay estate tax and that raises the amounts they would pay. Another proposed law would eliminate the step-up in basis that inherited assets currently enjoy.
By Susan P. Bakalar, Esq. and Raymond A. Piccin, Esq. Whether it’s an honor or a burden (or both), you have been appointed trustee of a trust. What responsibilities have been thrust upon you? How can you successfully carry them …
Article Courtesy of The Sun Sentinel By Fred Grimm Published March 22, 2019 Life in South Florida engenders a certain skepticism. Perhaps, it comes from watching too many young women park Italian sports cars in handicap spaces, hang placards …
By Susan P. Bakalar, Esq. and Raymond A. Piccin, Esq. Have you considered your pet or pets when planning your estate? If not, you should, according to The Humane Society of the United States, the nation’s largest animal protection organization. …
By Susan P. Bakalar, Esq. and Raymond Piccin, Esq. Have you considered your pet or pets when planning your estate? If not, you should, according to The Humane Society of the United States, the nation’s largest animal protection organization. “Since …
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