Searching Content indexed under Inheritance Tax by McLane Middleton, Professional Association ordered by Published Date Descending.
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Fix Your Obsolete Estate Plan
The Tax Cuts and Jobs Act of 2017 can mean good news for folks standing to inherit property.
United States
9 Nov 2018
Before The Sale: Tax Planning For Business Owners
As the baby boomers age, we are witnessing what many have described as the largest transfer of wealth from one generation to another.
United States
19 Aug 2015
Lifetime Gifting To Reduce Massachusetts Estate Tax
Prior to the current Massachusetts estate tax system, Massachusetts was a "sponge tax" state, where the Massachusetts estate tax was directly linked to the federal estate tax.
United States
10 Apr 2015
5 Mistakes To Avoid When Creating A Business Succession Plan
Here are some mistakes to avoid, so that your business is not the subject of endless commentary by talk show hosts, and your family members are able to enjoy Thanksgiving...
United States
1 Apr 2015
Naming Your Revocable Trust As Beneficiary
One of my co-workers recently told me that instead of naming his children as remainder beneficiaries of his IRA, he named his Revocable Trust.
United States
5 Jan 2015
Preserve Family Property For Future Generations
How can I make sure my children and grandchildren continue to enjoy our lake front property after my spouse and I have passed away?
United States
11 Jan 2012
Paying Gift Tax
How can I make significant gifts to my adult children without paying gift tax?
United States
11 Jan 2012
End Of The Year Estate Planning Opportunities
What good can come out of a suffering economy, historically low interest rates and depressed asset values?
United States
16 Dec 2011
Cutting Edge Estate And Asset Protection Plans
Over time, estate and asset protection plans lose their Cutting Edge.
United States
13 Dec 2011
The 2010 Tax Relief Act And Portability: The "Death" Of The Credit Shelter Trust?
The 2010 Tax Relief, Unemployment Reauthorization, and Job Creation Act of 2010 (2010 TRA) introduces an interesting new concept - "portability" - to the estate and gift tax regime.
United States
12 Oct 2011
Will And Trust Contests: The Attorney-Client Privilege
The children of your deceased client are in litigation over the Will and Trust you prepared.
United States
4 Oct 2011
Don't Let This Golden Window Of Opportunity Close Before You Take Action
In December 2010, President Obama signed a new federal tax act known as The Tax Relief, and Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the Act).
United States
4 Oct 2011
Estate Planning for the Business Owner
There are more than 10 million small business owners in America. 70 percent of family owned businesses fail shortly after the transition to the next generation.
United States
12 Sep 2011
The Best Time To Review Your Estate Plan? Right Now.
As the saying goes, there is nothing certain in life but death and taxes.
United States
25 Jul 2011
What The Heck Is Generation Skipping Transfer Tax Anyway?
Eventually every estate planning attorney encounters clients who desire to either bypass their children and pass their wealth directly to their grandchildren, great grandchildren, etc., or set up their estate plan to first provide for their children, and second for their grandchildren or subsequent generations upon their children’s deaths.
United States
21 Jul 2011
Estate Planning: The Capacity To Make Financial Decisions
I am a financial planner, and I suspect an elderly client may no longer have the capacity to make sound financial decisions.
United States
5 Jul 2011
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