estate tax

Do these ideas make sense for you?

March 18, 2016

In 2016, the federal estate tax exemption is $5.45 million – which means you can give away that much to your heirs (counting both lifetime gifts and bequests in your…

Eight States Are Easing Their Estate Taxes in 2015

February 24, 2015

Timothy Rice

Uncategorized

estate tax

Eight states are reducing their estate tax burden in 2015, which is good news for anyone who lives or owns property in those states. New York and Maryland are increasing…

Some gifts to charity should be made now, not in your will

January 27, 2015

Timothy Rice

Uncategorized

capital gains taxes, charitable bequests, charitable donations, donation to charity, estate tax

In the past, many people’s wills included a sizable donation to charity. Because the federal estate tax was so burdensome, including charitable bequests in a will was a good idea…

Is your living trust up-to-date? (part 2)

December 30, 2014

Timothy Rice

Uncategorized

beneficiary designations, estate tax, living trust

If you have a living trust, it’s a good idea to review it every few years to make sure that it still meets your goals and is up-to-date with the…

Planning for estate tax vs. planning for income tax

November 4, 2014

Timothy Rice

Uncategorized

estate tax, estate tax planning, income tax, tax planning

Traditionally, the federal estate tax was extremely burdensome to wealthier individuals, and the bulk of estate planning involved finding ways to minimize this federal tax. In the last few years,…

“Fiscal Cliff” Legislation Sets $5 Million Federal Estate Tax Exemption, Among Other Taxes

January 30, 2013

Timothy Rice

Uncategorized

Estate Planning, estate tax, federal estate taxes, fiscal cliff, gift tax, inheritance taxes, New Jersey estate tax

The so-called “fiscal cliff” legislation enacted earlier in January by Congress made a number of significant changes to our (whose? USA and/or NJ) tax laws. The new law, entitled “The…

Do these ideas make sense for you?

Eight States Are Easing Their Estate Taxes in 2015

Some gifts to charity should be made now, not in your will

Is your living trust up-to-date? (part 2)

Planning for estate tax vs. planning for income tax

“Fiscal Cliff” Legislation Sets $5 Million Federal Estate Tax Exemption, Among Other Taxes

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